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 | $68,960 | $39,798+73.3% | $67,711+1.8% | $59,632+15.6% |
| Participation rate | 36.0% | 57.4%-21.4pp | 67.5%-31.5pp | 68.7%-32.7pp |
| Annual return | 2.75% | 89.94%-87.2pp | 25.41%-22.7pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,251 | $2,335-46.4% | $3,585-65.1% | $3,192-60.8% |
| Admin fee / account holder | $3,472 | $3,212+8.1% | $4,255-18.4% | $4,297-19.2% |