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 | $134,413 | $209,832-35.9% | $189,513-29.1% | $167,490-19.7% |
| Participation rate | 41.7% | 88.7%-47.0pp | 87.8%-46.1pp | 82.1%-40.4pp |
| Annual return | 14.50% | 748.27%-733.8pp | 555.15%-540.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,172 | $6,914-83.0% | $6,162-81.0% | $4,837-75.8% |
| Participant deferral / active EE | $5,364 | $8,935-40.0% | $8,221-34.8% | $6,341-15.4% |
| Admin fee / account holder | $40,556 | $14,293+183.7% | $12,045+236.7% | $12,309+229.5% |