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 | $69,167 | $102,317-32.4% | $146,958-52.9% | $80,856-14.5% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.2%-30.7pp | 67.6%-16.2pp |
| Annual return | 16.83% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,369 | $6,644-34.2% | $8,070-45.9% | $4,296+1.7% |
| Admin fee / account holder | $18,164 | $7,941+128.7% | $12,998+39.7% | $6,918+162.6% |