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 | $97,693 | $118,680-17.7% | $98,907-1.2% | $158,922-38.5% |
| Participation rate | 68.4% | 77.8%-9.4pp | 76.0%-7.6pp | 82.0%-13.5pp |
| Annual return | 20.76% | 372.35%-351.6pp | 196.43%-175.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,314 | $5,088-34.9% | $4,244-21.9% | $5,982-44.6% |
| Admin fee / account holder | $814 | $10,131-92.0% | $6,642-87.8% | $11,246-92.8% |