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 | $158,163 | $100,041+58.1% | $149,718+5.6% | $70,131+125.5% |
| Participation rate | 64.5% | 83.6%-19.1pp | 87.1%-22.6pp | 69.5%-5.0pp |
| Annual return | 16.09% | 27.43%-11.3pp | 1501.63%-1485.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,317 | $4,983+6.7% | $6,569-19.1% | $3,332+59.6% |
| Admin fee / account holder | $8,183 | $8,286-1.3% | $11,283-27.5% | $4,645+76.1% |