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 | $156,676 | $102,317+53.1% | $146,958+6.6% | $80,856+93.8% |
| Participation rate | 44.7% | 75.8%-31.1pp | 82.2%-37.4pp | 67.6%-22.9pp |
| Annual return | 14.71% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $119 | $3,713-96.8% | $4,933-97.6% | $2,755-95.7% |
| Participant deferral / active EE | $5,349 | $6,644-19.5% | $8,070-33.7% | $4,296+24.5% |
| Admin fee / account holder | $39,948 | $7,941+403.0% | $12,998+207.3% | $6,918+477.4% |