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 | $55,106 | $65,409-15.8% | $98,442-44.0% | $85,850-35.8% |
| Participation rate | 35.7% | 65.0%-29.3pp | 73.3%-37.6pp | 69.3%-33.6pp |
| Annual return | 13.12% | 21.76%-8.6pp | 1492.73%-1479.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,653 | $3,166-47.8% | $4,276-61.4% | $3,952-58.2% |
| Admin fee / account holder | $983 | $4,593-78.6% | $5,949-83.5% | $6,260-84.3% |