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 | $66,204 | $48,046+37.8% | $84,611-21.8% | $72,985-9.3% |
| Participation rate | 31.1% | 57.6%-26.5pp | 68.2%-37.1pp | 69.5%-38.4pp |
| Annual return | 21.38% | 37.38%-16.0pp | 258.74%-237.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,094 | $2,680+52.7% | $3,899+5.0% | $3,607+13.5% |
| Admin fee / account holder | $17,520 | $3,395+416.1% | $4,912+256.7% | $5,124+241.9% |