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 | $219,415 | $81,248+170.1% | $155,509+41.1% | $80,856+171.4% |
| Participation rate | 56.4% | 66.2%-9.8pp | 78.2%-21.8pp | 67.6%-11.2pp |
| Annual return | 12.10% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,810 | $3,452+242.2% | $5,626+109.9% | $4,296+174.9% |
| Admin fee / account holder | $33,250 | $7,997+315.8% | $15,912+109.0% | $6,918+380.6% |