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 | $166,346 | $107,934+54.1% | $91,989+80.8% | $152,861+8.8% |
| Participation rate | 47.1% | 81.2%-34.1pp | 78.6%-31.6pp | 82.4%-35.4pp |
| Annual return | 22.70% | 89.24%-66.5pp | 69.02%-46.3pp | 345.32%-322.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,020 | $6,364-68.3% | $5,923-65.9% | $5,850-65.5% |
| Admin fee / account holder | $56,008 | $10,520+432.4% | $7,743+623.4% | $11,596+383.0% |