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 | $161,232 | $124,319+29.7% | $111,297+44.9% | $167,490-3.7% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.3%-77.3pp | 82.1%-82.1pp |
| Annual return | 10.54% | 37.44%-26.9pp | 54.65%-44.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $103 | $3,435-97.0% | $2,731-96.2% | $4,837-97.9% |
| Participant deferral / active EE | $2,809 | $5,180-45.8% | $4,487-37.4% | $6,341-55.7% |
| Admin fee / account holder | $51,547 | $10,618+385.5% | $7,964+547.3% | $12,309+318.8% |