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 | $156,868 | $86,286+81.8% | $111,297+40.9% | $85,850+82.7% |
| Participation rate | 41.5% | 73.3%-31.8pp | 77.3%-35.8pp | 69.3%-27.8pp |
| Annual return | 14.10% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,310 | $3,641-36.5% | $4,487-48.5% | $3,952-41.5% |
| Admin fee / account holder | $31,696 | $8,188+287.1% | $7,964+298.0% | $6,260+406.3% |