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 | $129,816 | $102,317+26.9% | $146,958-11.7% | $80,856+60.6% |
| Participation rate | 63.8% | 75.8%-12.0pp | 82.2%-18.3pp | 67.6%-3.8pp |
| Annual return | 13.99% | 134.76%-120.8pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $564 | $3,713-84.8% | $4,933-88.6% | $2,755-79.5% |
| Participant deferral / active EE | $2,766 | $6,644-58.4% | $8,070-65.7% | $4,296-35.6% |
| Admin fee / account holder | $20,271 | $7,941+155.3% | $12,998+56.0% | $6,918+193.0% |