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 | $110,527 | $77,899+41.9% | $149,673-26.2% | $75,163+47.0% |
| Participation rate | 29.0% | 65.6%-36.5pp | 78.8%-49.7pp | 67.2%-38.2pp |
| Annual return | 17.49% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,057 | $3,411-10.4% | $5,680-46.2% | $4,125-25.9% |
| Admin fee / account holder | $1,618 | $5,956-72.8% | $13,210-87.8% | $5,651-71.4% |