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 | $70,486 | $51,576+36.7% | $129,207-45.4% | $80,856-12.8% |
| Participation rate | 14.0% | 57.0%-43.0pp | 69.6%-55.7pp | 67.6%-53.7pp |
| Annual return | 11.60% | 20.81%-9.2pp | 9417.33%-9405.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $291 | $1,584-81.6% | $4,153-93.0% | $2,755-89.4% |
| Participant deferral / active EE | $832 | $2,669-68.8% | $4,168-80.0% | $4,296-80.6% |
| Admin fee / account holder | $16,311 | $4,305+278.9% | $7,715+111.4% | $6,918+135.8% |