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 | $249,783 | $112,096+122.8% | $95,952+160.3% | $158,922+57.2% |
| Participation rate | 30.4% | 79.0%-48.5pp | 77.1%-46.6pp | 82.0%-51.5pp |
| Annual return | 15.43% | 171.09%-155.7pp | 91.61%-76.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,550 | $4,784-67.6% | $4,167-62.8% | $5,982-74.1% |
| Admin fee / account holder | $1,021 | $10,130-89.9% | $6,795-85.0% | $11,246-90.9% |