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 | $64,447 | $104,974-38.6% | $95,585-32.6% | $142,382-54.7% |
| Participation rate | 54.5% | 75.0%-20.4pp | 72.1%-17.5pp | 80.1%-25.6pp |
| Annual return | 44.93% | 210.33%-165.4pp | 38.56%+6.4pp | 217.08%-172.1pp |
| Employer contribution / active EE | $24 | $2,779-99.1% | $2,527-99.0% | $4,299-99.4% |
| Participant deferral / active EE | $1,775 | $4,352-59.2% | $4,023-55.9% | $6,507-72.7% |
| Admin fee / account holder | $45,699 | $6,386+615.6% | $6,127+645.8% | $12,624+262.0% |