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 | $74,704 | $100,041-25.3% | $149,718-50.1% | $70,131+6.5% |
| Participation rate | 67.9% | 83.6%-15.7pp | 87.1%-19.1pp | 69.5%-1.6pp |
| Annual return | 17.51% | 27.43%-9.9pp | 1501.63%-1484.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,623 | $4,983-7.2% | $6,569-29.6% | $3,332+38.8% |
| Admin fee / account holder | $10,851 | $8,286+30.9% | $11,283-3.8% | $4,645+133.6% |