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 | $51,965 | $59,417-12.5% | $93,606-44.5% | $74,495-30.2% |
| Participation rate | 46.9% | 59.7%-12.8pp | 68.7%-21.8pp | 67.2%-20.3pp |
| Annual return | 11.95% | 81.83%-69.9pp | 133.20%-121.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,638 | $3,050-46.3% | $4,411-62.9% | $4,346-62.3% |
| Admin fee / account holder | $12,535 | $3,021+314.9% | $8,285+51.3% | $1,942+545.6% |