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 | $104,017 | $96,635+7.6% | $86,612+20.1% | $139,434-25.4% |
| Participation rate | 38.9% | 74.4%-35.5pp | 71.7%-32.8pp | 80.3%-41.4pp |
| Annual return | 12.64% | 106.41%-93.8pp | 591.07%-578.4pp | 372.94%-360.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,239 | $4,836-12.3% | $4,438-4.5% | $6,710-36.8% |
| Admin fee / account holder | $6,419 | $6,408+0.2% | $5,614+14.3% | $11,403-43.7% |