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 7-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 | $141,757 | $81,208+74.6% | $98,907+43.3% | $79,858+77.5% |
| Participation rate | 62.5% | 72.5%-10.0pp | 76.0%-13.5pp | 69.6%-7.1pp |
| Annual return | 10.63% | 60.99%-50.4pp | 196.43%-185.8pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,752 | $3,265-15.7% | $4,244-35.2% | $3,740-26.4% |
| Admin fee / account holder | $14,809 | $6,013+146.3% | $6,642+123.0% | $5,306+179.1% |