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 | $101,122 | $70,669+43.1% | $169,368-40.3% | $75,163+34.5% |
| Participation rate | 37.1% | 64.8%-27.6pp | 77.1%-40.0pp | 67.2%-30.0pp |
| Annual return | 23.64% | 36.36%-12.7pp | 405.60%-382.0pp | 160.62%-137.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,990 | $4,311-30.6% | $6,221-51.9% | $4,125-27.5% |
| Admin fee / account holder | $1,276 | $5,402-76.4% | $9,003-85.8% | $5,651-77.4% |