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 | $192,388 | $70,669+172.2% | $169,368+13.6% | $75,163+156.0% |
| Participation rate | 19.4% | 64.8%-45.4pp | 77.1%-57.8pp | 67.2%-47.8pp |
| Annual return | 16.37% | 36.36%-20.0pp | 405.60%-389.2pp | 160.62%-144.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,478 | $4,311-65.7% | $6,221-76.2% | $4,125-64.2% |
| Admin fee / account holder | $1,648 | $5,402-69.5% | $9,003-81.7% | $5,651-70.8% |