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 | $69,654 | $183,519-62.0% | $155,509-55.2% | $145,922-52.3% |
| Participation rate | 38.9% | 82.7%-43.8pp | 78.2%-39.3pp | 80.3%-41.4pp |
| Annual return | 11.88% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,002 | $5,313-81.1% | $4,672-78.6% | $4,660-78.5% |
| Participant deferral / active EE | $4,005 | $6,462-38.0% | $5,626-28.8% | $6,688-40.1% |
| Admin fee / account holder | $61,111 | $19,313+216.4% | $15,912+284.1% | $13,397+356.2% |