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 | $146,247 | $112,096+30.5% | $95,952+52.4% | $158,922-8.0% |
| Participation rate | 53.3% | 79.0%-25.6pp | 77.1%-23.7pp | 82.0%-28.6pp |
| Annual return | 9.75% | 171.09%-161.3pp | 91.61%-81.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $286 | $3,198-91.1% | $2,541-88.7% | $4,761-94.0% |
| Participant deferral / active EE | $2,854 | $4,784-40.3% | $4,167-31.5% | $5,982-52.3% |
| Admin fee / account holder | $30,809 | $10,130+204.1% | $6,795+353.4% | $11,246+174.0% |