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 | $126,516 | $95,880+32.0% | $107,525+17.7% | $85,563+47.9% |
| Participation rate | 17.7% | 70.1%-52.4pp | 75.1%-57.4pp | 66.0%-48.3pp |
| Annual return | 17.97% | 68.06%-50.1pp | 181.32%-163.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,755 | $4,201-58.2% | $5,116-65.7% | $4,375-59.9% |
| Admin fee / account holder | $3,195 | $1,025+211.6% | $8,919-64.2% | $834+283.0% |