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 | $216,267 | $91,538+136.3% | $129,995+66.4% | $75,163+187.7% |
| Participation rate | 25.0% | 71.4%-46.4pp | 78.5%-53.5pp | 67.2%-42.2pp |
| Annual return | 18.14% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,057 | $4,341-29.6% | $5,820-47.5% | $4,125-25.9% |
| Admin fee / account holder | $3,554 | $6,790-47.7% | $10,614-66.5% | $5,651-37.1% |