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 | $145,185 | $62,327+132.9% | $120,354+20.6% | $74,495+94.9% |
| Participation rate | 8.9% | 56.8%-47.9pp | 71.9%-63.0pp | 67.2%-58.3pp |
| Annual return | 16.11% | 18.61%-2.5pp | 107.15%-91.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $201 | $1,843-89.1% | $3,463-94.2% | $2,623-92.3% |
| Participant deferral / active EE | $1,294 | $2,893-55.3% | $4,991-74.1% | $4,346-70.2% |
| Admin fee / account holder | $1,489 | $2,396-37.8% | $9,423-84.2% | $1,942-23.3% |