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 | $93,486 | $149,040-37.3% | $120,225-22.2% | $137,256-31.9% |
| Participation rate | 22.2% | 75.4%-53.2pp | 69.6%-47.4pp | 80.0%-57.7pp |
| Annual return | 10.93% | 605.68%-594.8pp | 439.23%-428.3pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,050 | $4,655-56.0% | $3,999-48.7% | $6,407-68.0% |
| Admin fee / account holder | $34,079 | $6,348+436.9% | $5,696+498.3% | $12,270+177.7% |