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 | $120,587 | $109,881+9.7% | $150,045-19.6% | $84,808+42.2% |
| Participation rate | 32.3% | 76.1%-43.8pp | 82.3%-50.1pp | 68.3%-36.1pp |
| Annual return | 52.07% | 28.25%+23.8pp | 62.55%-10.5pp | 40.90%+11.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,944 | $6,636-40.6% | $7,997-50.7% | $4,212-6.4% |
| Admin fee / account holder | $12,175 | $8,568+42.1% | $13,435-9.4% | $7,344+65.8% |