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 | $214,994 | $89,355+140.6% | $141,162+52.3% | $72,985+194.6% |
| Participation rate | 69.6% | 75.1%-5.5pp | 82.5%-12.8pp | 69.5%+0.1pp |
| Annual return | 19.49% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,062 | $5,418-25.0% | $6,709-39.5% | $3,607+12.6% |
| Admin fee / account holder | $23,185 | $5,958+289.1% | $10,261+125.9% | $5,124+352.4% |