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 | $236,664 | $155,788+51.9% | $124,672+89.8% | $167,490+41.3% |
| Participation rate | 40.0% | 81.1%-41.1pp | 74.6%-34.6pp | 82.1%-42.1pp |
| Annual return | 11.23% | 17.97%-6.7pp | 5142.93%-5131.7pp | 478.56%-467.3pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,440 | $5,673-21.7% | $4,614-3.8% | $6,341-30.0% |
| Admin fee / account holder | $2,261 | $9,531-76.3% | $7,493-69.8% | $12,309-81.6% |