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 | $105,728 | $210,698-49.8% | $178,014-40.6% | $145,959-27.6% |
| Participation rate | 58.8% | 80.8%-21.9pp | 77.1%-18.3pp | 80.3%-21.5pp |
| Annual return | 19.33% | 386.27%-366.9pp | 294.80%-275.5pp | 561.95%-542.6pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,983 | $6,958-28.4% | $6,276-20.6% | $6,689-25.5% |
| Admin fee / account holder | $4,412 | $12,016-63.3% | $10,362-57.4% | $13,398-67.1% |