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 | $65,280 | $58,927+10.8% | $76,817-15.0% | $72,985-10.6% |
| Participation rate | 47.6% | 67.3%-19.7pp | 72.1%-24.5pp | 69.5%-21.9pp |
| Annual return | 26.96% | 2305.64%-2278.7pp | 1166.11%-1139.1pp | 81.00%-54.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,426 | $2,690-47.0% | $3,336-57.2% | $3,607-60.5% |
| Admin fee / account holder | $7,666 | $4,013+91.0% | $6,420+19.4% | $5,124+49.6% |