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 | $69,726 | $65,561+6.4% | $86,188-19.1% | $75,163-7.2% |
| Participation rate | 54.9% | 60.5%-5.5pp | 69.0%-14.0pp | 67.2%-12.2pp |
| Annual return | 12.96% | 46.05%-33.1pp | 1168.45%-1155.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,495 | $3,024+48.7% | $3,985+12.8% | $4,125+9.0% |
| Admin fee / account holder | $15,301 | $5,474+179.5% | $6,852+123.3% | $5,651+170.8% |