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 | $185,763 | $85,022+118.5% | $70,515+163.4% | $139,434+33.2% |
| Participation rate | 69.2% | 73.9%-4.7pp | 68.3%+0.9pp | 80.3%-11.1pp |
| Annual return | 12.95% | 30.38%-17.4pp | 32.77%-19.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,435 | $5,890-75.6% | $4,567-68.6% | $6,710-78.6% |
| Admin fee / account holder | $41,757 | $8,906+368.9% | $6,412+551.2% | $11,403+266.2% |