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 | $59,484 | $159,901-62.8% | $146,958-59.5% | $145,922-59.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.49% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $414 | $5,286-92.2% | $4,933-91.6% | $4,660-91.1% |
| Participant deferral / active EE | $18,423 | $8,428+118.6% | $8,070+128.3% | $6,688+175.5% |
| Admin fee / account holder | $10,707 | $15,044-28.8% | $12,998-17.6% | $13,397-20.1% |