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 | $100,089 | $144,119-30.6% | $117,854-15.1% | $147,584-32.2% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.7%-15.0pp | 82.8%-18.1pp |
| Annual return | 17.65% | 531.15%-513.5pp | 335.08%-317.4pp | 578.55%-560.9pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,119 | $5,316-41.3% | $4,482-30.4% | $5,439-42.6% |
| Admin fee / account holder | $10,448 | $10,886-4.0% | $8,020+30.3% | $10,885-4.0% |