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 | $31,054 | $55,415-44.0% | $155,509-80.0% | $74,495-58.3% |
| Participation rate | 23.0% | 61.9%-38.9pp | 78.2%-55.2pp | 67.2%-44.2pp |
| Annual return | 15.43% | 268.50%-253.1pp | 64.67%-49.2pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $962 | $2,836-66.1% | $5,626-82.9% | $4,346-77.9% |
| Admin fee / account holder | $1,417 | $1,738-18.5% | $15,912-91.1% | $1,942-27.0% |