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 | $107,661 | $86,286+24.8% | $111,297-3.3% | $85,850+25.4% |
| Participation rate | 64.0% | 73.3%-9.3pp | 77.3%-13.3pp | 69.3%-5.3pp |
| Annual return | 14.91% | 19.99%-5.1pp | 54.65%-39.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $247 | $2,043-87.9% | $2,731-90.9% | $2,565-90.4% |
| Participant deferral / active EE | $2,140 | $3,641-41.2% | $4,487-52.3% | $3,952-45.8% |
| Admin fee / account holder | $17,101 | $8,188+108.9% | $7,964+114.7% | $6,260+173.2% |