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 | $67,115 | $118,849-43.5% | $96,562-30.5% | $167,490-59.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 10.85% | 50.49%-39.6pp | 37.78%-26.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,964 | $4,616+7.5% | $3,849+29.0% | $6,341-21.7% |
| Admin fee / account holder | $2,159 | $8,065-73.2% | $6,181-65.1% | $12,309-82.5% |