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 | $66,869 | $55,415+20.7% | $155,509-57.0% | $74,495-10.2% |
| Participation rate | 26.8% | 61.9%-35.1pp | 78.2%-51.4pp | 67.2%-40.4pp |
| Annual return | 13.57% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,316 | $2,836-53.6% | $5,626-76.6% | $4,346-69.7% |
| Admin fee / account holder | $4,770 | $1,738+174.4% | $15,912-70.0% | $1,942+145.6% |