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 | $109,620 | $176,056-37.7% | $159,436-31.2% | $167,490-34.6% |
| Participation rate | 30.0% | 84.9%-54.9pp | 82.8%-52.8pp | 82.1%-52.1pp |
| Annual return | 11.57% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $950 | $5,297-82.1% | $4,829-80.3% | $4,837-80.4% |
| Participant deferral / active EE | $2,624 | $7,750-66.1% | $7,352-64.3% | $6,341-58.6% |
| Admin fee / account holder | $278,172 | $12,554+2115.8% | $10,799+2476.0% | $12,309+2159.9% |