See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,380 | $104,486+21.0% | $76,817+64.5% | $152,861-17.3% |
| Participation rate | 33.3% | 76.6%-43.3pp | 72.1%-38.7pp | 82.4%-49.1pp |
| Annual return | 16.12% | 1013.37%-997.3pp | 1166.11%-1150.0pp | 345.32%-329.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,375 | $4,236+3.3% | $3,336+31.2% | $5,850-25.2% |
| Admin fee / account holder | $44,253 | $12,275+260.5% | $6,420+589.3% | $11,596+281.6% |