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 | $243,111 | $226,064+7.5% | $182,532+33.2% | $152,861+59.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 14.98% | 192.51%-177.5pp | 148.54%-133.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,912 | $6,368+39.9% | $5,524+61.3% | $5,850+52.3% |
| Admin fee / account holder | $73,846 | $10,703+590.0% | $8,592+759.5% | $11,596+536.8% |