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 | $72,610 | $48,570+49.5% | $130,648-44.4% | $72,985-0.5% |
| Participation rate | 41.4% | 58.6%-17.2pp | 71.7%-30.4pp | 69.5%-28.1pp |
| Annual return | 25.71% | 38.63%-12.9pp | 1708.96%-1683.2pp | 81.00%-55.3pp |
| Employer contribution / active EE | $272 | $1,334-79.6% | $4,092-93.4% | $2,440-88.9% |
| Participant deferral / active EE | $1,958 | $2,384-17.9% | $3,603-45.7% | $3,607-45.7% |
| Admin fee / account holder | $9,531 | $3,549+168.6% | $5,464+74.4% | $5,124+86.0% |