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 | $131,353 | $108,642+20.9% | $74,701+75.8% | $152,861-14.1% |
| Participation rate | 52.2% | 65.3%-13.2pp | 54.5%-2.3pp | 82.4%-30.3pp |
| Annual return | 23.55% | 114.06%-90.5pp | 752.92%-729.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,686 | $2,712+72.8% | $1,964+138.6% | $5,850-19.9% |
| Admin fee / account holder | $3,953 | $4,902-19.4% | $3,333+18.6% | $11,596-65.9% |