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 | $28,630 | $57,281-50.0% | $86,612-66.9% | $75,163-61.9% |
| Participation rate | 63.2% | 63.2%0pp | 71.7%-8.5pp | 67.2%-4.0pp |
| Annual return | 18.29% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.3pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,814 | $3,318+14.9% | $4,438-14.1% | $4,125-7.6% |
| Admin fee / account holder | $7,092 | $4,112+72.5% | $5,614+26.3% | $5,651+25.5% |