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 | $217,294 | $86,286+151.8% | $111,297+95.2% | $85,850+153.1% |
| Participation rate | 46.4% | 73.3%-26.9pp | 77.3%-30.9pp | 69.3%-22.9pp |
| Annual return | 12.07% | 19.99%-7.9pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,443 | $3,641+22.0% | $4,487-1.0% | $3,952+12.4% |
| Admin fee / account holder | $34,470 | $8,188+321.0% | $7,964+332.8% | $6,260+450.6% |