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 | $184,196 | $210,648-12.6% | $177,989+3.5% | $145,922+26.2% |
| Participation rate | 34.8% | 80.8%-46.0pp | 77.1%-42.3pp | 80.3%-45.5pp |
| Annual return | 16.82% | 385.86%-369.0pp | 294.48%-277.7pp | 561.29%-544.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,817 | $6,958+26.7% | $6,276+40.5% | $6,688+31.8% |
| Admin fee / account holder | $38,857 | $12,013+223.5% | $10,363+275.0% | $13,397+190.0% |