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 | $135,753 | $74,888+81.3% | $71,209+90.6% | $142,382-4.7% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.8%-34.9pp | 80.1%-41.2pp |
| Annual return | 13.52% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,473 | $4,454-44.5% | $4,175-40.8% | $6,507-62.0% |
| Admin fee / account holder | $7,471 | $5,568+34.2% | $5,349+39.7% | $12,624-40.8% |