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 | $98,308 | $105,998-7.3% | $92,233+6.6% | $147,584-33.4% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 10.80% | 50.05%-39.2pp | 176.28%-165.5pp | 578.55%-567.7pp |
| Employer contribution / active EE | $593 | $4,333-86.3% | $3,679-83.9% | $4,876-87.8% |
| Participant deferral / active EE | $6,398 | $4,478+42.9% | $3,897+64.2% | $5,439+17.6% |
| Admin fee / account holder | $40,202 | $6,332+534.9% | $5,194+674.1% | $10,885+269.3% |