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 | $87,812 | $43,133+103.6% | $89,391-1.8% | $73,488+19.5% |
| Participation rate | 63.6% | 55.0%+8.6pp | 68.0%-4.4pp | 70.7%-7.1pp |
| Annual return | 12.98% | 135.66%-122.7pp | 245.62%-232.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,710 | $2,445-30.1% | $3,890-56.1% | $3,740-54.3% |
| Admin fee / account holder | $16,779 | $444+3681.2% | $4,881+243.7% | $513+3170.4% |