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 7-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 | $177,944 | $52,953+236.0% | $172,739+3.0% | $65,185+173.0% |
| Participation rate | 29.5% | 66.2%-36.7pp | 82.6%-53.2pp | 70.2%-40.7pp |
| Annual return | 22.85% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,147 | $2,471-53.6% | $5,198-77.9% | $3,514-67.4% |
| Admin fee / account holder | $19,920 | $472+4121.1% | $13,954+42.8% | $847+2251.5% |