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 | $58,745 | $100,852-41.8% | $90,404-35.0% | $158,922-63.0% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.7%-26.8pp | 82.0%-36.1pp |
| Annual return | 14.80% | 1724.20%-1709.4pp | 1293.02%-1278.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,753 | $4,348-59.7% | $3,963-55.8% | $5,982-70.7% |
| Admin fee / account holder | $2,619 | $6,501-59.7% | $5,611-53.3% | $11,246-76.7% |