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 | $93,832 | $71,050+32.1% | $93,606+0.2% | $80,856+16.0% |
| Participation rate | 23.5% | 60.4%-36.9pp | 68.7%-45.2pp | 67.6%-44.1pp |
| Annual return | 19.76% | 11.26%+8.5pp | 133.20%-113.4pp | 35.59%-15.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,699 | $4,034-57.9% | $4,411-61.5% | $4,296-60.5% |
| Admin fee / account holder | $19,247 | $6,945+177.1% | $8,285+132.3% | $6,918+178.2% |