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 | $111,017 | $51,175+116.9% | $70,515+57.4% | $75,163+47.7% |
| Participation rate | 60.9% | 60.9%0pp | 68.3%-7.4pp | 67.2%-6.3pp |
| Annual return | 13.52% | 30.02%-16.5pp | 32.77%-19.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | -$51 | $1,826-102.8% | $2,973-101.7% | $2,670-101.9% |
| Participant deferral / active EE | $3,428 | $2,849+20.3% | $4,567-24.9% | $4,125-16.9% |
| Admin fee / account holder | $10,148 | $4,091+148.1% | $6,412+58.3% | $5,651+79.6% |