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 | $126,615 | $48,795+159.5% | $65,493+93.3% | $84,808+49.3% |
| Participation rate | 22.6% | 67.0%-44.4pp | 73.1%-50.5pp | 68.3%-45.7pp |
| Annual return | 28.04% | 20.20%+7.8pp | 982.45%-954.4pp | 40.90%-12.9pp |
| Employer contribution / active EE | $1 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,678 | $2,928-42.7% | $3,961-57.6% | $4,212-60.2% |
| Admin fee / account holder | $47,075 | $3,877+1114.2% | $5,028+836.2% | $7,344+541.0% |