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 | $29,077 | $65,409-55.5% | $98,442-70.5% | $85,850-66.1% |
| Participation rate | 51.3% | 65.0%-13.7pp | 73.3%-22.1pp | 69.3%-18.0pp |
| Annual return | 22.36% | 21.76%+0.6pp | 1492.73%-1470.4pp | 318.53%-296.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,279 | $3,166+3.6% | $4,276-23.3% | $3,952-17.0% |
| Admin fee / account holder | $721 | $4,593-84.3% | $5,949-87.9% | $6,260-88.5% |