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 | $128,581 | $70,587+82.2% | $124,672+3.1% | $85,850+49.8% |
| Participation rate | 58.1% | 64.4%-6.3pp | 74.6%-16.5pp | 69.3%-11.2pp |
| Annual return | 14.08% | 20688.83%-20674.7pp | 5142.93%-5128.8pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,265 | $2,969-23.7% | $4,614-50.9% | $3,952-42.7% |
| Admin fee / account holder | $3,660 | $5,282-30.7% | $7,493-51.2% | $6,260-41.5% |