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 | $196,508 | $108,642+80.9% | $74,701+163.1% | $152,861+28.6% |
| Participation rate | 28.6% | 65.3%-36.8pp | 54.5%-25.9pp | 82.4%-53.9pp |
| Annual return | 24.65% | 114.06%-89.4pp | 752.92%-728.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,936 | $2,712+82.0% | $1,964+151.4% | $5,850-15.6% |
| Admin fee / account holder | $1,724 | $4,902-64.8% | $3,333-48.3% | $11,596-85.1% |