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 | $114,134 | $232,540-50.9% | $185,117-38.3% | $147,584-22.7% |
| Participation rate | 13.3% | 82.4%-69.0pp | 77.3%-63.9pp | 82.8%-69.5pp |
| Annual return | 17.18% | 43.03%-25.9pp | 40.50%-23.3pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,177 | $5,834-79.8% | $5,045-76.7% | $5,439-78.4% |
| Admin fee / account holder | $633 | $10,275-93.8% | $8,159-92.2% | $10,885-94.2% |