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 | $217,422 | $118,450+83.6% | $98,439+120.9% | $139,434+55.9% |
| Participation rate | 63.6% | 77.4%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 11.47% | 18.94%-7.5pp | 21.16%-9.7pp | 372.94%-361.5pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,468 | $5,392-17.1% | $4,738-5.7% | $6,710-33.4% |
| Admin fee / account holder | $54,358 | $14,026+287.6% | $8,948+507.5% | $11,403+376.7% |