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 | $133,471 | $100,773+32.4% | $88,946+50.1% | $142,382-6.3% |
| Participation rate | 18.8% | 74.3%-55.5pp | 68.8%-50.1pp | 80.1%-61.4pp |
| Annual return | 13.13% | 70.18%-57.1pp | 57.82%-44.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,335 | $5,230+2.0% | $4,581+16.5% | $6,507-18.0% |
| Admin fee / account holder | $36,150 | $9,693+272.9% | $8,261+337.6% | $12,624+186.4% |