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 3-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 | $181,154 | $65,685+175.8% | $57,179+216.8% | $273,961-33.9% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 7.72% | 21.99%-14.3pp | 14.59%-6.9pp | 41.45%-33.7pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,284 | $3,782+277.7% | $3,096+361.4% | $5,287+170.2% |
| Admin fee / account holder | $84,343 | $4,835+1644.6% | $3,139+2587.0% | $10,132+732.4% |