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 5-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 | $174,365 | $102,604+69.9% | $86,188+102.3% | $139,434+25.1% |
| Participation rate | 13.6% | 74.5%-60.9pp | 69.0%-55.3pp | 80.3%-66.7pp |
| Annual return | 10.79% | 1922.51%-1911.7pp | 1168.45%-1157.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,193 | $4,676-74.5% | $3,985-70.1% | $6,710-82.2% |
| Admin fee / account holder | $6,437 | $8,657-25.6% | $6,852-6.1% | $11,403-43.6% |