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 | $27,883 | $44,960-38.0% | $84,966-67.2% | $74,495-62.6% |
| Participation rate | 18.7% | 49.4%-30.7pp | 67.5%-48.8pp | 67.2%-48.5pp |
| Annual return | 21.02% | 26.24%-5.2pp | 66.38%-45.4pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,700 | $2,731-37.8% | $4,519-62.4% | $4,346-60.9% |
| Admin fee / account holder | $2,560 | $2,209+15.9% | $6,149-58.4% | $1,942+31.9% |