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 | $99,395 | $91,190+9.0% | $178,490-44.3% | $79,858+24.5% |
| Participation rate | 53.8% | 69.2%-15.4pp | 81.9%-28.1pp | 69.6%-15.8pp |
| Annual return | 15.61% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,279 | $3,236+1.3% | $5,202-37.0% | $3,740-12.3% |
| Admin fee / account holder | $2,765 | $6,751-59.0% | $13,984-80.2% | $5,306-47.9% |