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 | $171,686 | $158,398+8.4% | $126,539+35.7% | $142,382+20.6% |
| Participation rate | 25.0% | 75.8%-50.8pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 13.67% | 593.76%-580.1pp | 425.95%-412.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,050 | $4,767-78.0% | $4,083-74.3% | $6,507-83.9% |
| Admin fee / account holder | $6,105 | $6,918-11.8% | $6,065+0.7% | $12,624-51.6% |