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 | $73,002 | $85,766-14.9% | $136,294-46.4% | $70,131+4.1% |
| Participation rate | 26.7% | 74.2%-47.5pp | 81.9%-55.3pp | 69.5%-42.9pp |
| Annual return | 17.33% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,316 | $5,051-14.6% | $6,247-30.9% | $3,332+29.5% |
| Admin fee / account holder | $9,315 | $5,420+71.9% | $9,243+0.8% | $4,645+100.5% |