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 | $75,684 | $106,890-29.2% | $84,015-9.9% | $152,861-50.5% |
| Participation rate | 22.2% | 75.2%-53.0pp | 69.0%-46.8pp | 82.4%-60.2pp |
| Annual return | 17.56% | 104.99%-87.4pp | 71.31%-53.7pp | 345.32%-327.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,406 | $4,011-40.0% | $3,239-25.7% | $5,850-58.9% |
| Admin fee / account holder | $25,511 | $8,285+207.9% | $6,101+318.2% | $11,596+120.0% |