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 | $85,850 | $149,040-42.4% | $120,225-28.6% | $137,256-37.5% |
| Participation rate | 43.8% | 75.4%-31.7pp | 69.6%-25.8pp | 80.0%-36.2pp |
| Annual return | 11.28% | 605.68%-594.4pp | 439.23%-427.9pp | 220.34%-209.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,061 | $4,655-12.8% | $3,999+1.6% | $6,407-36.6% |
| Admin fee / account holder | $3,950 | $6,348-37.8% | $5,696-30.7% | $12,270-67.8% |