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 | $161,969 | $54,705+196.1% | $71,209+127.5% | $84,808+91.0% |
| Participation rate | 17.2% | 64.1%-46.8pp | 73.8%-56.5pp | 68.3%-51.1pp |
| Annual return | 33.14% | 35.90%-2.8pp | 282.51%-249.4pp | 40.90%-7.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,003 | $3,030-66.9% | $4,175-76.0% | $4,212-76.2% |
| Admin fee / account holder | $41,374 | $4,863+750.7% | $5,349+673.5% | $7,344+463.4% |