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 | $110,724 | $156,846-29.4% | $121,098-8.6% | $139,434-20.6% |
| Participation rate | 46.7% | 76.4%-29.7pp | 69.5%-22.8pp | 80.3%-33.7pp |
| Annual return | 18.31% | 1474.56%-1456.2pp | 985.75%-967.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,998 | $4,844-38.1% | $4,080-26.5% | $6,710-55.3% |
| Admin fee / account holder | $41,256 | $6,946+494.0% | $5,644+630.9% | $11,403+261.8% |