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 | $67,920 | $95,971-29.2% | $74,550-8.9% | $135,375-49.8% |
| Participation rate | 38.1% | 75.7%-37.6pp | 69.1%-31.0pp | 82.6%-44.5pp |
| Annual return | 1.01% | 56.96%-55.9pp | 32.53%-31.5pp | 519.73%-518.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,196 | $3,843-68.9% | $3,108-61.5% | $5,609-78.7% |
| Admin fee / account holder | $1,974 | $6,522-69.7% | $5,060-61.0% | $10,827-81.8% |