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 | $151,287 | $176,812-14.4% | $146,665+3.2% | $167,490-9.7% |
| Participation rate | 56.3% | 83.6%-27.4pp | 80.1%-23.8pp | 82.1%-25.9pp |
| Annual return | 18.53% | 24.03%-5.5pp | 22.74%-4.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,053 | $6,440+9.5% | $5,506+28.1% | $6,341+11.2% |
| Admin fee / account holder | $45,079 | $13,259+240.0% | $10,280+338.5% | $12,309+266.2% |