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 | $114,033 | $118,680-3.9% | $98,907+15.3% | $158,922-28.2% |
| Participation rate | 61.9% | 77.8%-15.9pp | 76.0%-14.1pp | 82.0%-20.1pp |
| Annual return | 7.54% | 372.35%-364.8pp | 196.43%-188.9pp | 302.83%-295.3pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,915 | $5,088-42.7% | $4,244-31.3% | $5,982-51.3% |
| Admin fee / account holder | $22,737 | $10,131+124.4% | $6,642+242.3% | $11,246+102.2% |