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 | $65,681 | $65,409+0.4% | $98,442-33.3% | $85,850-23.5% |
| Participation rate | 47.6% | 65.0%-17.4pp | 73.3%-25.7pp | 69.3%-21.7pp |
| Annual return | 15.92% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2 | $2,168-99.9% | $2,960-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $3,365 | $3,166+6.3% | $4,276-21.3% | $3,952-14.8% |
| Admin fee / account holder | $2,985 | $4,593-35.0% | $5,949-49.8% | $6,260-52.3% |