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 | $156,396 | $118,680+31.8% | $98,907+58.1% | $158,922-1.6% |
| Participation rate | 27.3% | 77.8%-50.5pp | 76.0%-48.8pp | 82.0%-54.7pp |
| Annual return | 11.28% | 372.35%-361.1pp | 196.43%-185.1pp | 302.83%-291.5pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,116 | $5,088-58.4% | $4,244-50.1% | $5,982-64.6% |
| Admin fee / account holder | $14,025 | $10,131+38.4% | $6,642+111.2% | $11,246+24.7% |