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 | $171,323 | $105,998+61.6% | $92,233+85.7% | $147,584+16.1% |
| Participation rate | 21.1% | 80.4%-59.4pp | 76.5%-55.4pp | 82.8%-61.8pp |
| Annual return | 14.09% | 50.05%-36.0pp | 176.28%-162.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,986 | $4,478-55.6% | $3,897-49.0% | $5,439-63.5% |
| Admin fee / account holder | $11,331 | $6,332+78.9% | $5,194+118.2% | $10,885+4.1% |