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 | $111,734 | $176,056-36.5% | $159,436-29.9% | $167,490-33.3% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 20.02% | 331.75%-311.7pp | 263.57%-243.5pp | 478.56%-458.5pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,345 | $7,750-56.8% | $7,352-54.5% | $6,341-47.3% |
| Admin fee / account holder | $161,576 | $12,554+1187.0% | $10,799+1396.3% | $12,309+1212.7% |