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 | $150,138 | $70,669+112.5% | $169,368-11.4% | $75,163+99.7% |
| Participation rate | 27.4% | 64.8%-37.4pp | 77.1%-49.8pp | 67.2%-39.8pp |
| Annual return | 18.18% | 36.36%-18.2pp | 405.60%-387.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,609 | $4,311-62.7% | $6,221-74.1% | $4,125-61.0% |
| Admin fee / account holder | $768 | $5,402-85.8% | $9,003-91.5% | $5,651-86.4% |