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 | $49,820 | $78,694-36.7% | $67,652-26.4% | $125,391-60.3% |
| Participation rate | 55.0% | 78.8%-23.8pp | 75.7%-20.7pp | 83.2%-28.2pp |
| Annual return | 116.55% | 9.46%+107.1pp | 6625.04%-6508.5pp | 282.22%-165.7pp |
| Employer contribution / active EE | $342 | $3,044-88.8% | $2,266-84.9% | $4,866-93.0% |
| Participant deferral / active EE | $1,441 | $4,292-66.4% | $3,560-59.5% | $5,352-73.1% |
| Admin fee / account holder | $41,905 | $7,403+466.1% | $4,821+769.2% | $9,540+339.2% |