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 | $184,785 | $70,428+162.4% | $96,562+91.4% | $85,850+115.2% |
| Participation rate | 38.2% | 61.8%-23.6pp | 69.8%-31.6pp | 69.3%-31.1pp |
| Annual return | 13.14% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,372 | $2,894-18.0% | $3,849-38.4% | $3,952-40.0% |
| Admin fee / account holder | $28,294 | $4,997+466.3% | $6,181+357.8% | $6,260+352.0% |