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 | $64,763 | $34,934+85.4% | $56,411+14.8% | $74,495-13.1% |
| Participation rate | 29.3% | 32.8%-3.5pp | 52.5%-23.1pp | 67.2%-37.9pp |
| Annual return | 13.78% | 25.94%-12.2pp | 1701.33%-1687.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,228 | $1,170+90.4% | $1,952+14.1% | $4,346-48.7% |
| Admin fee / account holder | $36,010 | $2,364+1423.4% | $2,829+1173.0% | $1,942+1754.5% |