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 | $75,611 | $65,041+16.3% | $90,951-16.9% | $79,858-5.3% |
| Participation rate | 43.4% | 61.6%-18.2pp | 69.0%-25.6pp | 69.6%-26.2pp |
| Annual return | 18.04% | 30.45%-12.4pp | 134.60%-116.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $4 | $1,247-99.7% | $2,122-99.8% | $2,471-99.8% |
| Participant deferral / active EE | $1,456 | $2,512-42.0% | $3,373-56.8% | $3,740-61.1% |
| Admin fee / account holder | $3,617 | $4,536-20.3% | $5,959-39.3% | $5,306-31.8% |