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 | $82,833 | $52,353+58.2% | $120,225-31.1% | $82,448+0.5% |
| Participation rate | 34.1% | 58.3%-24.2pp | 69.6%-35.4pp | 68.1%-33.9pp |
| Annual return | 13.22% | 61.85%-48.6pp | 439.23%-426.0pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $939 | $2,627-64.2% | $3,999-76.5% | $4,139-77.3% |
| Admin fee / account holder | $29,724 | $4,363+581.3% | $5,696+421.8% | $7,234+310.9% |