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 | $72,593 | $58,926+23.2% | $97,226-25.3% | $74,495-2.6% |
| Participation rate | 68.9% | 63.5%+5.4pp | 72.7%-3.7pp | 67.2%+1.7pp |
| Annual return | 22.43% | 16.04%+6.4pp | 75.13%-52.7pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,033 | $3,664+37.4% | $4,264+18.1% | $4,346+15.8% |
| Admin fee / account holder | $1,090 | $1,974-44.8% | $5,654-80.7% | $1,942-43.9% |