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 | $152,888 | $202,432-24.5% | $169,368-9.7% | $139,434+9.6% |
| Participation rate | 47.4% | 81.1%-33.7pp | 77.1%-29.8pp | 80.3%-33.0pp |
| Annual return | 15.81% | 531.74%-515.9pp | 405.60%-389.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,714 | $6,938+54.4% | $6,221+72.2% | $6,710+59.7% |
| Admin fee / account holder | $63,094 | $10,708+489.2% | $9,003+600.8% | $11,403+453.3% |