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 | $134,887 | $144,119-6.4% | $117,854+14.5% | $147,584-8.6% |
| Participation rate | 23.8% | 83.4%-59.6pp | 79.7%-55.9pp | 82.8%-59.0pp |
| Annual return | 19.80% | 531.15%-511.4pp | 335.08%-315.3pp | 578.55%-558.8pp |
| Employer contribution / active EE | $683 | $4,896-86.1% | $3,786-82.0% | $4,876-86.0% |
| Participant deferral / active EE | $1,616 | $5,316-69.6% | $4,482-63.9% | $5,439-70.3% |
| Admin fee / account holder | $6,617 | $10,886-39.2% | $8,020-17.5% | $10,885-39.2% |