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 | $119,297 | $113,339+5.3% | $94,993+25.6% | $147,584-19.2% |
| Participation rate | 61.1% | 78.0%-16.9pp | 73.9%-12.8pp | 82.8%-21.7pp |
| Annual return | 17.27% | 20.77%-3.5pp | 27.12%-9.9pp | 578.55%-561.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,118 | $3,777-70.4% | $3,317-66.3% | $5,439-79.4% |
| Admin fee / account holder | $18,032 | $6,063+197.4% | $4,960+263.5% | $10,885+65.7% |