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 | $83,343 | $102,317-18.5% | $146,958-43.3% | $80,856+3.1% |
| Participation rate | 32.7% | 75.8%-43.2pp | 82.2%-49.5pp | 67.6%-35.0pp |
| Annual return | 14.97% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,331 | $6,644-49.9% | $8,070-58.7% | $4,296-22.5% |
| Admin fee / account holder | $797 | $7,941-90.0% | $12,998-93.9% | $6,918-88.5% |