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 | $88,684 | $56,199+57.8% | $67,652+31.1% | $59,632+48.7% |
| Participation rate | 64.7% | 71.5%-6.8pp | 75.7%-11.0pp | 68.7%-4.0pp |
| Annual return | 1.97% | 18505.31%-18503.3pp | 6625.04%-6623.1pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,987 | $2,844-30.1% | $3,560-44.2% | $3,192-37.7% |
| Admin fee / account holder | $3,978 | $3,958+0.5% | $4,821-17.5% | $4,297-7.4% |