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 | $108,692 | $105,181+3.3% | $159,436-31.8% | $85,850+26.6% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.8%-15.4pp | 69.3%-1.9pp |
| Annual return | 23.66% | 45.07%-21.4pp | 263.57%-239.9pp | 318.53%-294.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,286 | $5,945+73.0% | $7,352+39.9% | $3,952+160.3% |
| Admin fee / account holder | $1,661 | $6,933-76.0% | $10,799-84.6% | $6,260-73.5% |