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 | $38,421 | $50,637-24.1% | $86,590-55.6% | $62,292-38.3% |
| Participation rate | 15.7% | 67.9%-52.2pp | 73.5%-57.9pp | 69.5%-53.8pp |
| Annual return | 14.07% | 20.80%-6.7pp | 964.84%-950.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,147 | $2,611-56.1% | $3,609-68.2% | $3,169-63.8% |
| Admin fee / account holder | $11,253 | $413+2622.7% | $4,906+129.4% | $479+2247.5% |