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 | $52,196 | $45,152+15.6% | $73,843-29.3% | $59,632-12.5% |
| Participation rate | 21.4% | 64.0%-42.6pp | 73.4%-52.0pp | 68.7%-47.2pp |
| Annual return | 8.33% | 27.40%-19.1pp | 2267.84%-2259.5pp | 2041.28%-2033.0pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,884 | $2,574-26.8% | $3,583-47.4% | $3,192-41.0% |
| Admin fee / account holder | $1,355 | $3,516-61.5% | $4,880-72.2% | $4,297-68.5% |