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 | $23,861 | $56,199-57.5% | $67,652-64.7% | $59,632-60.0% |
| Participation rate | 51.4% | 71.5%-20.0pp | 75.7%-24.2pp | 68.7%-17.2pp |
| Annual return | 2.03% | 18505.31%-18503.3pp | 6625.04%-6623.0pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $95 | $1,614-94.1% | $2,266-95.8% | $2,203-95.7% |
| Participant deferral / active EE | $1,491 | $2,844-47.6% | $3,560-58.1% | $3,192-53.3% |
| Admin fee / account holder | $641 | $3,958-83.8% | $4,821-86.7% | $4,297-85.1% |