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 | $101,608 | $112,096-9.4% | $95,952+5.9% | $158,922-36.1% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 13.19% | 171.09%-157.9pp | 91.61%-78.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $599 | $3,198-81.3% | $2,541-76.4% | $4,761-87.4% |
| Participant deferral / active EE | $1,761 | $4,784-63.2% | $4,167-57.7% | $5,982-70.6% |
| Admin fee / account holder | $519 | $10,130-94.9% | $6,795-92.4% | $11,246-95.4% |