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 | $123,101 | $118,849+3.6% | $96,562+27.5% | $167,490-26.5% |
| Participation rate | 58.3% | 75.5%-17.1pp | 69.8%-11.5pp | 82.1%-23.8pp |
| Annual return | 9.62% | 50.49%-40.9pp | 37.78%-28.2pp | 478.56%-468.9pp |
| Employer contribution / active EE | $324 | $3,120-89.6% | $2,356-86.2% | $4,837-93.3% |
| Participant deferral / active EE | $2,482 | $4,616-46.2% | $3,849-35.5% | $6,341-60.9% |
| Admin fee / account holder | $25,120 | $8,065+211.5% | $6,181+306.4% | $12,309+104.1% |