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 | $72,475 | $100,041-27.6% | $149,718-51.6% | $70,131+3.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.1%-37.1pp | 69.5%-19.5pp |
| Annual return | 16.42% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,942 | $4,983-40.9% | $6,569-55.2% | $3,332-11.7% |
| Admin fee / account holder | $49,139 | $8,286+493.0% | $11,283+335.5% | $4,645+957.8% |