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 | $226,492 | $185,200+22.3% | $142,863+58.5% | $167,490+35.2% |
| Participation rate | 55.6% | 78.4%-22.9pp | 71.9%-16.4pp | 82.1%-26.5pp |
| Annual return | 12.20% | 8555.70%-8543.5pp | 5637.54%-5625.3pp | 478.56%-466.4pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,076 | $4,494+57.4% | $3,837+84.4% | $6,341+11.6% |
| Admin fee / account holder | $819 | $8,031-89.8% | $6,560-87.5% | $12,309-93.3% |