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 | $119,375 | $156,846-23.9% | $121,098-1.4% | $139,434-14.4% |
| Participation rate | 38.9% | 76.4%-37.5pp | 69.5%-30.6pp | 80.3%-41.4pp |
| Annual return | 30.39% | 1474.56%-1444.2pp | 985.75%-955.4pp | 372.94%-342.6pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,134 | $4,844-14.7% | $4,080+1.3% | $6,710-38.4% |
| Admin fee / account holder | $4,296 | $6,946-38.2% | $5,644-23.9% | $11,403-62.3% |