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 | $106,788 | $148,534-28.1% | $135,903-21.4% | $139,434-23.4% |
| Participation rate | 47.8% | 83.9%-36.0pp | 81.9%-34.1pp | 80.3%-32.5pp |
| Annual return | 27.83% | 79.19%-51.4pp | 68.23%-40.4pp | 372.94%-345.1pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,969 | $8,100-14.0% | $7,758-10.2% | $6,710+3.9% |
| Admin fee / account holder | $16,220 | $12,400+30.8% | $10,762+50.7% | $11,403+42.2% |