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 | $65,493 | $85,766-23.6% | $136,294-51.9% | $70,131-6.6% |
| Participation rate | 59.0% | 74.2%-15.2pp | 81.9%-22.9pp | 69.5%-10.6pp |
| Annual return | 93.29% | 31.45%+61.8pp | 5155.94%-5062.6pp | 73.14%+20.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,394 | $5,051+46.4% | $6,247+18.4% | $3,332+121.9% |
| Admin fee / account holder | $2,064 | $5,420-61.9% | $9,243-77.7% | $4,645-55.6% |