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 | $87,392 | $112,096-22.0% | $95,952-8.9% | $158,922-45.0% |
| Participation rate | 47.8% | 79.0%-31.1pp | 77.1%-29.2pp | 82.0%-34.1pp |
| Annual return | 16.27% | 171.09%-154.8pp | 91.61%-75.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,965 | $4,784+24.7% | $4,167+43.1% | $5,982-0.3% |
| Admin fee / account holder | $15,995 | $10,130+57.9% | $6,795+135.4% | $11,246+42.2% |