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 | $90,493 | $118,680-23.8% | $98,907-8.5% | $158,922-43.1% |
| Participation rate | 61.5% | 77.8%-16.3pp | 76.0%-14.5pp | 82.0%-20.4pp |
| Annual return | 13.78% | 372.35%-358.6pp | 196.43%-182.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,755 | $5,088-45.8% | $4,244-35.1% | $5,982-53.9% |
| Admin fee / account holder | $2,605 | $10,131-74.3% | $6,642-60.8% | $11,246-76.8% |