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 | $182,286 | $65,409+178.7% | $98,442+85.2% | $85,850+112.3% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.3%-36.0pp |
| Annual return | 15.66% | 21.76%-6.1pp | 1492.73%-1477.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,299 | $3,166+35.8% | $4,276+0.5% | $3,952+8.8% |
| Admin fee / account holder | $2,205 | $4,593-52.0% | $5,949-62.9% | $6,260-64.8% |