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 | $116,583 | $101,317+15.1% | $146,958-20.7% | $74,495+56.5% |
| Participation rate | 33.1% | 75.5%-42.4pp | 82.2%-49.0pp | 67.2%-34.1pp |
| Annual return | 24.97% | 8730.91%-8705.9pp | 418.34%-393.4pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $691 | $3,810-81.9% | $4,933-86.0% | $2,623-73.7% |
| Participant deferral / active EE | $3,163 | $7,303-56.7% | $8,070-60.8% | $4,346-27.2% |
| Admin fee / account holder | $5,034 | $1,739+189.5% | $12,998-61.3% | $1,942+159.3% |