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 | $220,818 | $110,261+100.3% | $95,745+130.6% | $139,434+58.4% |
| Participation rate | 53.8% | 75.8%-21.9pp | 72.3%-18.4pp | 80.3%-26.5pp |
| Annual return | 9.37% | 27.11%-17.7pp | 28.35%-19.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $2 | $3,257-99.9% | $2,835-99.9% | $4,751-100.0% |
| Participant deferral / active EE | $4,452 | $4,676-4.8% | $4,245+4.9% | $6,710-33.7% |
| Admin fee / account holder | $699,613 | $6,613+10479.0% | $5,678+12221.8% | $11,403+6035.6% |