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 | $156,047 | $58,927+164.8% | $76,817+103.1% | $72,985+113.8% |
| Participation rate | 36.4% | 67.3%-31.0pp | 72.1%-35.7pp | 69.5%-33.1pp |
| Annual return | 16.60% | 2305.64%-2289.0pp | 1166.11%-1149.5pp | 81.00%-64.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,604 | $2,690-3.2% | $3,336-21.9% | $3,607-27.8% |
| Admin fee / account holder | $16,062 | $4,013+300.3% | $6,420+150.2% | $5,124+213.5% |