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 | $150,608 | $70,669+113.1% | $169,368-11.1% | $75,163+100.4% |
| Participation rate | 47.8% | 64.8%-17.0pp | 77.1%-29.3pp | 67.2%-19.4pp |
| Annual return | 28.15% | 36.36%-8.2pp | 405.60%-377.5pp | 160.62%-132.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,003 | $4,311+16.1% | $6,221-19.6% | $4,125+21.3% |
| Admin fee / account holder | $3,359 | $5,402-37.8% | $9,003-62.7% | $5,651-40.6% |