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 | $78,661 | $54,701+43.8% | $86,188-8.7% | $71,457+10.1% |
| Participation rate | 32.6% | 60.1%-27.5pp | 69.0%-36.4pp | 67.9%-35.3pp |
| Annual return | 16.84% | 20.06%-3.2pp | 1168.45%-1151.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,511 | $3,108+13.0% | $3,985-11.9% | $4,289-18.1% |
| Admin fee / account holder | $4,133 | $1,922+115.1% | $6,852-39.7% | $1,587+160.4% |