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 | $195,177 | $105,859+84.4% | $90,160+116.5% | $147,584+32.2% |
| Participation rate | 38.9% | 79.7%-40.8pp | 76.9%-38.0pp | 82.8%-43.9pp |
| Annual return | 19.67% | 37.63%-18.0pp | 34.88%-15.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,411 | $5,733-40.5% | $5,288-35.5% | $5,439-37.3% |
| Admin fee / account holder | $1,000 | $8,046-87.6% | $5,943-83.2% | $10,885-90.8% |