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 | $96,458 | $49,173+96.2% | $121,098-20.3% | $75,163+28.3% |
| Participation rate | 8.7% | 55.4%-46.7pp | 69.5%-60.8pp | 67.2%-58.5pp |
| Annual return | 15.04% | 55.99%-40.9pp | 985.75%-970.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $15 | $1,546-99.0% | $4,164-99.6% | $2,670-99.4% |
| Participant deferral / active EE | $1,034 | $2,628-60.7% | $4,080-74.7% | $4,125-74.9% |
| Admin fee / account holder | $3,953 | $3,942+0.3% | $5,644-30.0% | $5,651-30.0% |