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 | $78,634 | $99,652-21.1% | $78,778-0.2% | $147,584-46.7% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.2%-31.7pp | 82.8%-45.3pp |
| Annual return | 42.37% | 47.28%-4.9pp | 35.62%+6.8pp | 578.55%-536.2pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,082 | $3,664-70.5% | $2,958-63.4% | $5,439-80.1% |
| Admin fee / account holder | $15,418 | $7,155+115.5% | $5,134+200.3% | $10,885+41.6% |