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 | $72,491 | $96,635-25.0% | $86,612-16.3% | $139,434-48.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 11.73% | 106.41%-94.7pp | 591.07%-579.3pp | 372.94%-361.2pp |
| Employer contribution / active EE | $126 | $3,263-96.1% | $3,022-95.8% | $4,751-97.4% |
| Participant deferral / active EE | $1,625 | $4,836-66.4% | $4,438-63.4% | $6,710-75.8% |
| Admin fee / account holder | $11,943 | $6,408+86.4% | $5,614+112.7% | $11,403+4.7% |