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 | $49,689 | $70,669-29.7% | $169,368-70.7% | $75,163-33.9% |
| Participation rate | 54.2% | 64.8%-10.6pp | 77.1%-22.9pp | 67.2%-13.0pp |
| Annual return | 14.53% | 36.36%-21.8pp | 405.60%-391.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,571 | $4,311-17.1% | $6,221-42.6% | $4,125-13.4% |
| Admin fee / account holder | $6,264 | $5,402+15.9% | $9,003-30.4% | $5,651+10.8% |