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 | $113,654 | $105,181+8.1% | $159,436-28.7% | $85,850+32.4% |
| Participation rate | 46.0% | 75.8%-29.8pp | 82.8%-36.8pp | 69.3%-23.3pp |
| Annual return | 14.83% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,826 | $5,945-52.5% | $7,352-61.6% | $3,952-28.5% |
| Admin fee / account holder | $4,558 | $6,933-34.3% | $10,799-57.8% | $6,260-27.2% |