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 | $123,643 | $54,701+126.0% | $86,188+43.5% | $71,457+73.0% |
| Participation rate | 32.0% | 60.1%-28.1pp | 69.0%-37.0pp | 67.9%-35.9pp |
| Annual return | 18.22% | 20.06%-1.8pp | 1168.45%-1150.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,338 | $3,108+7.4% | $3,985-16.2% | $4,289-22.2% |
| Admin fee / account holder | $7,305 | $1,922+280.1% | $6,852+6.6% | $1,587+360.2% |