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 | $201,082 | $68,346+194.2% | $94,646+112.5% | $75,163+167.5% |
| Participation rate | 45.7% | 76.1%-30.4pp | 80.8%-35.1pp | 67.2%-21.5pp |
| Annual return | 16.61% | 616.93%-600.3pp | 156.71%-140.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,918 | $6,537-55.4% | $7,418-60.7% | $4,125-29.3% |
| Admin fee / account holder | $26,749 | $5,326+402.2% | $7,231+269.9% | $5,651+373.4% |