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 | $149,931 | $226,064-33.7% | $182,532-17.9% | $152,861-1.9% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.0%-49.4pp | 82.4%-53.9pp |
| Annual return | 23.78% | 192.51%-168.7pp | 148.54%-124.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,668 | $6,368-58.1% | $5,524-51.7% | $5,850-54.4% |
| Admin fee / account holder | $288,910 | $10,703+2599.4% | $8,592+3262.5% | $11,596+2391.4% |