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 | $80,287 | $50,082+60.3% | $93,406-14.0% | $79,858+0.5% |
| Participation rate | 50.0% | 60.9%-10.9pp | 66.8%-16.8pp | 69.6%-19.6pp |
| Annual return | 11.08% | 24.59%-13.5pp | 78.05%-67.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,667 | $2,212+20.5% | $3,126-14.7% | $3,740-28.7% |
| Admin fee / account holder | $7,887 | $3,454+128.3% | $5,230+50.8% | $5,306+48.6% |