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 | $78,629 | $109,817-28.4% | $98,442-20.1% | $167,490-53.1% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 19.42% | 1956.69%-1937.3pp | 1492.73%-1473.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | -$12 | $3,224-100.4% | $2,960-100.4% | $4,837-100.2% |
| Participant deferral / active EE | $7,330 | $4,673+56.9% | $4,276+71.4% | $6,341+15.6% |
| Admin fee / account holder | $4,135 | $6,753-38.8% | $5,949-30.5% | $12,309-66.4% |