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 | $171,712 | $80,753+112.6% | $136,294+26.0% | $62,292+175.7% |
| Participation rate | 35.8% | 73.5%-37.7pp | 81.9%-46.1pp | 69.5%-33.7pp |
| Annual return | 15.62% | 35.83%-20.2pp | 5155.94%-5140.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,259 | $5,164-17.5% | $6,247-31.8% | $3,169+34.4% |
| Admin fee / account holder | $24,675 | $525+4596.4% | $9,243+167.0% | $479+5047.7% |