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 | $30,400+527.7% | $53,898+254.0% | $84,808+125.0% |
| Participation rate | 3.1% | 46.4%-43.3pp | 55.0%-51.8pp | 68.3%-65.2pp |
| Annual return | 23.55% | 500.19%-476.6pp | 528.60%-505.1pp | 40.90%-17.3pp |
| Employer contribution / active EE | $54 | $603-91.1% | $932-94.2% | $2,631-98.0% |
| Participant deferral / active EE | $536 | $1,199-55.3% | $1,826-70.7% | $4,212-87.3% |
| Admin fee / account holder | $9,990 | $1,993+401.2% | $2,491+301.1% | $7,344+36.0% |