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 | $76,295 | $102,317-25.4% | $146,958-48.1% | $80,856-5.6% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.2%-16.8pp | 67.6%-2.3pp |
| Annual return | 13.27% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,399 | $6,644+71.6% | $8,070+41.3% | $4,296+165.4% |
| Admin fee / account holder | $40,647 | $7,941+411.8% | $12,998+212.7% | $6,918+487.6% |