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 | $120,789 | $102,317+18.1% | $146,958-17.8% | $80,856+49.4% |
| Participation rate | 27.9% | 75.8%-47.9pp | 82.2%-54.2pp | 67.6%-39.7pp |
| Annual return | 24.27% | 134.76%-110.5pp | 418.34%-394.1pp | 35.59%-11.3pp |
| Employer contribution / active EE | $824 | $3,713-77.8% | $4,933-83.3% | $2,755-70.1% |
| Participant deferral / active EE | $3,429 | $6,644-48.4% | $8,070-57.5% | $4,296-20.2% |
| Admin fee / account holder | $40,678 | $7,941+412.2% | $12,998+212.9% | $6,918+488.0% |