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 | $154,830 | $112,096+38.1% | $95,952+61.4% | $158,922-2.6% |
| Participation rate | 38.5% | 79.0%-40.5pp | 77.1%-38.6pp | 82.0%-43.5pp |
| Annual return | 22.87% | 171.09%-148.2pp | 91.61%-68.7pp | 302.83%-280.0pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,893 | $4,784-39.5% | $4,167-30.6% | $5,982-51.6% |
| Admin fee / account holder | $5,889 | $10,130-41.9% | $6,795-13.3% | $11,246-47.6% |