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 | $222,836 | $79,449+180.5% | $189,557+17.6% | $85,850+159.6% |
| Participation rate | 46.2% | 66.0%-19.8pp | 78.4%-32.3pp | 69.3%-23.2pp |
| Annual return | 12.46% | 18.45%-6.0pp | 64.17%-51.7pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,336 | $4,051+81.1% | $6,174+18.8% | $3,952+85.6% |
| Admin fee / account holder | $28,661 | $5,377+433.0% | $9,807+192.3% | $6,260+357.9% |