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 | $94,427 | $58,208+62.2% | $81,812+15.4% | $80,856+16.8% |
| Participation rate | 56.9% | 63.4%-6.5pp | 72.3%-15.4pp | 67.6%-10.7pp |
| Annual return | 19.85% | 41.66%-21.8pp | 773.79%-753.9pp | 35.59%-15.7pp |
| Employer contribution / active EE | $30 | $2,340-98.7% | $2,912-99.0% | $2,755-98.9% |
| Participant deferral / active EE | $10,863 | $3,281+231.1% | $4,319+151.5% | $4,296+152.9% |
| Admin fee / account holder | $11,536 | $4,981+131.6% | $7,386+56.2% | $6,918+66.8% |