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 | $198,230 | $121,625+63.0% | $104,607+89.5% | $158,922+24.7% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 19.36% | 465.26%-445.9pp | 340.46%-321.1pp | 302.83%-283.5pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,019 | $4,177-75.6% | $3,740-72.7% | $5,982-83.0% |
| Admin fee / account holder | $1,395 | $7,787-82.1% | $6,473-78.4% | $11,246-87.6% |