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 | $138,309 | $85,022+62.7% | $70,515+96.1% | $139,434-0.8% |
| Participation rate | 35.3% | 73.9%-38.6pp | 68.3%-33.1pp | 80.3%-45.0pp |
| Annual return | 25.20% | 30.38%-5.2pp | 32.77%-7.6pp | 372.94%-347.7pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,093 | $5,890-64.5% | $4,567-54.2% | $6,710-68.8% |
| Admin fee / account holder | $35,934 | $8,906+303.5% | $6,412+460.4% | $11,403+215.1% |