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 | $144,975 | $53,053+173.3% | $126,539+14.6% | $74,304+95.1% |
| Participation rate | 24.8% | 48.0%-23.2pp | 69.8%-45.0pp | 60.3%-35.5pp |
| Annual return | 15.62% | 29.46%-13.8pp | 425.95%-410.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,026 | $2,303-55.4% | $4,083-74.9% | $3,767-72.8% |
| Admin fee / account holder | $16,217 | $3,698+338.5% | $6,065+167.4% | $2,969+446.2% |