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 | $155,962 | $53,516+191.4% | $126,539+23.3% | $84,808+83.9% |
| Participation rate | 22.2% | 58.2%-36.0pp | 69.8%-47.6pp | 68.3%-46.1pp |
| Annual return | 14.48% | 58.34%-43.9pp | 425.95%-411.5pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,052 | $2,671-23.2% | $4,083-49.7% | $4,212-51.3% |
| Admin fee / account holder | $9,614 | $4,497+113.8% | $6,065+58.5% | $7,344+30.9% |