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 | $197,067 | $53,516+268.2% | $126,539+55.7% | $84,808+132.4% |
| Participation rate | 25.3% | 58.2%-32.9pp | 69.8%-44.5pp | 68.3%-43.0pp |
| Annual return | 16.73% | 58.34%-41.6pp | 425.95%-409.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,534 | $2,671-5.1% | $4,083-37.9% | $4,212-39.8% |
| Admin fee / account holder | $8,724 | $4,497+94.0% | $6,065+43.8% | $7,344+18.8% |