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 | $86,572 | $56,629+52.9% | $77,999+11.0% | $55,167+56.9% |
| Participation rate | 52.9% | 73.3%-20.4pp | 75.5%-22.6pp | 69.0%-16.0pp |
| Annual return | 6.30% | 2866.98%-2860.7pp | 425.96%-419.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,076 | $2,777+10.8% | $3,497-12.0% | $3,054+0.7% |
| Admin fee / account holder | $2,801 | $467+500.4% | $5,480-48.9% | $504+455.8% |