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 | $66,016 | $104,251-36.7% | $91,001-27.5% | $147,584-55.3% |
| Participation rate | 47.4% | 78.2%-30.9pp | 75.6%-28.2pp | 82.8%-35.5pp |
| Annual return | 61.58% | 27.06%+34.5pp | 4.60%+57.0pp | 578.55%-517.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,283 | $4,195+49.8% | $3,547+77.1% | $5,439+15.5% |
| Admin fee / account holder | $2,279 | $8,948-74.5% | $5,417-57.9% | $10,885-79.1% |