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 | $249,834 | $91,538+172.9% | $129,995+92.2% | $75,163+232.4% |
| Participation rate | 57.5% | 71.4%-13.9pp | 78.5%-21.0pp | 67.2%-9.7pp |
| Annual return | 28.87% | -631.11%+660.0pp | -137.18%+166.0pp | 160.62%-131.7pp |
| Employer contribution / active EE | $438 | $2,845-84.6% | $4,320-89.9% | $2,670-83.6% |
| Participant deferral / active EE | $7,145 | $4,341+64.6% | $5,820+22.8% | $4,125+73.2% |
| Admin fee / account holder | $2,926 | $6,790-56.9% | $10,614-72.4% | $5,651-48.2% |