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 5-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 | $51,570 | $54,517-5.4% | $75,972-32.1% | $74,495-30.8% |
| Participation rate | 49.6% | 60.3%-10.7pp | 69.1%-19.5pp | 67.2%-17.6pp |
| Annual return | 19.27% | 31.82%-12.6pp | 359.55%-340.3pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,234 | $3,066-27.1% | $4,255-47.5% | $4,346-48.6% |
| Admin fee / account holder | $6,052 | $2,229+171.6% | $6,467-6.4% | $1,942+211.7% |