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 | $129,793 | $84,695+53.2% | $73,843+75.8% | $125,391+3.5% |
| Participation rate | 46.2% | 76.8%-30.6pp | 73.4%-27.3pp | 83.2%-37.0pp |
| Annual return | 1.77% | 3123.53%-3121.8pp | 2267.84%-2266.1pp | 282.22%-280.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,112 | $3,992-47.1% | $3,583-41.0% | $5,352-60.5% |
| Admin fee / account holder | $2,605 | $5,691-54.2% | $4,880-46.6% | $9,540-72.7% |