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 | $67,688 | $81,625-17.1% | $58,482+15.7% | $139,434-51.5% |
| Participation rate | 14.3% | 61.3%-47.0pp | 50.9%-36.6pp | 80.3%-66.0pp |
| Annual return | 14.67% | 7404.20%-7389.5pp | 4239.32%-4224.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $429 | $2,557-83.2% | $1,924-77.7% | $6,710-93.6% |
| Admin fee / account holder | $2,955 | $3,265-9.5% | $2,516+17.4% | $11,403-74.1% |