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 | $85,961 | $58,927+45.9% | $76,817+11.9% | $72,985+17.8% |
| Participation rate | 55.4% | 67.3%-11.9pp | 72.1%-16.6pp | 69.5%-14.1pp |
| Annual return | 19.66% | 2305.64%-2286.0pp | 1166.11%-1146.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $326 | $1,787-81.8% | $2,302-85.9% | $2,440-86.7% |
| Participant deferral / active EE | $1,907 | $2,690-29.1% | $3,336-42.8% | $3,607-47.1% |
| Admin fee / account holder | $1,522 | $4,013-62.1% | $6,420-76.3% | $5,124-70.3% |