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 | $190,815 | $29,319+550.8% | $52,425+264.0% | $82,448+131.4% |
| Participation rate | 3.1% | 46.9%-43.7pp | 55.6%-52.5pp | 68.1%-64.9pp |
| Annual return | 23.55% | 535.20%-511.7pp | 302.12%-278.6pp | 41.64%-18.1pp |
| Employer contribution / active EE | $54 | $586-90.9% | $914-94.1% | $2,551-97.9% |
| Participant deferral / active EE | $536 | $1,171-54.2% | $1,790-70.1% | $4,139-87.1% |
| Admin fee / account holder | $9,990 | $1,962+409.1% | $2,495+300.4% | $7,234+38.1% |