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 | $73,986 | $29,660+149.5% | $56,411+31.2% | $80,856-8.5% |
| Participation rate | 41.8% | 41.6%+0.2pp | 52.5%-10.6pp | 67.6%-25.8pp |
| Annual return | 16.93% | 35.23%-18.3pp | 1701.33%-1684.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,743 | $1,226+42.1% | $1,952-10.7% | $4,296-59.4% |
| Admin fee / account holder | $1,386 | $2,428-42.9% | $2,829-51.0% | $6,918-80.0% |