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 | $104,435 | $150,187-30.5% | $120,354-13.2% | $145,922-28.4% |
| Participation rate | 42.1% | 78.8%-36.7pp | 71.9%-29.8pp | 80.3%-38.2pp |
| Annual return | 14.10% | 154.07%-140.0pp | 107.15%-93.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $560 | $4,348-87.1% | $3,463-83.8% | $4,660-88.0% |
| Participant deferral / active EE | $2,183 | $6,173-64.6% | $4,991-56.3% | $6,688-67.4% |
| Admin fee / account holder | $6,315 | $12,207-48.3% | $9,423-33.0% | $13,397-52.9% |