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 | $73,475 | $85,766-14.3% | $136,294-46.1% | $70,131+4.8% |
| Participation rate | 67.7% | 74.2%-6.4pp | 81.9%-14.2pp | 69.5%-1.8pp |
| Annual return | 17.12% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,715 | $5,051+72.5% | $6,247+39.5% | $3,332+161.6% |
| Admin fee / account holder | $4,769 | $5,420-12.0% | $9,243-48.4% | $4,645+2.7% |