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 | $141,984 | $102,317+38.8% | $146,958-3.4% | $80,856+75.6% |
| Participation rate | 54.8% | 75.8%-21.1pp | 82.2%-27.4pp | 67.6%-12.9pp |
| Annual return | 15.44% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,777 | $6,644+17.1% | $8,070-3.6% | $4,296+81.0% |
| Admin fee / account holder | $169,911 | $7,941+2039.6% | $12,998+1207.2% | $6,918+2356.1% |