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 | $202,434 | $74,888+170.3% | $71,209+184.3% | $142,382+42.2% |
| Participation rate | 45.0% | 76.2%-31.2pp | 73.8%-28.8pp | 80.1%-35.1pp |
| Annual return | 13.48% | 345.14%-331.7pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,857 | $4,454-58.3% | $4,175-55.5% | $6,507-71.5% |
| Admin fee / account holder | $1,018 | $5,568-81.7% | $5,349-81.0% | $12,624-91.9% |