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 | $20,474 | $60,124-65.9% | $90,404-77.4% | $79,858-74.4% |
| Participation rate | 51.3% | 65.0%-13.7pp | 72.7%-21.4pp | 69.6%-18.3pp |
| Annual return | 23.33% | 71.94%-48.6pp | 1293.02%-1269.7pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,174 | $2,938+8.0% | $3,963-19.9% | $3,740-15.1% |
| Admin fee / account holder | $438 | $3,976-89.0% | $5,611-92.2% | $5,306-91.8% |