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 | $64,411 | $79,171-18.6% | $102,423-37.1% | $74,495-13.5% |
| Participation rate | 44.3% | 74.8%-30.5pp | 76.5%-32.2pp | 67.2%-22.9pp |
| Annual return | 13.70% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $591 | $2,362-75.0% | $3,023-80.5% | $2,623-77.5% |
| Participant deferral / active EE | $2,809 | $4,415-36.4% | $5,053-44.4% | $4,346-35.4% |
| Admin fee / account holder | $7,172 | $2,001+258.5% | $9,451-24.1% | $1,942+269.4% |