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 | $242,727 | $88,710+173.6% | $81,783+196.8% | $145,959+66.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 10.45% | 1027.26%-1016.8pp | 775.05%-764.6pp | 561.95%-551.5pp |
| Employer contribution / active EE | $78 | $3,083-97.5% | $2,913-97.3% | $4,661-98.3% |
| Participant deferral / active EE | $6,672 | $4,645+43.6% | $4,320+54.4% | $6,689-0.2% |
| Admin fee / account holder | $356 | $8,407-95.8% | $7,380-95.2% | $13,398-97.3% |