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 | $23,072 | $95,971-76.0% | $74,550-69.1% | $135,375-83.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 2.88% | 56.96%-54.1pp | 32.53%-29.7pp | 519.73%-516.9pp |
| Employer contribution / active EE | $122 | $2,716-95.5% | $1,961-93.8% | $4,779-97.4% |
| Participant deferral / active EE | $1,239 | $3,843-67.8% | $3,108-60.1% | $5,609-77.9% |
| Admin fee / account holder | $73,987 | $6,522+1034.5% | $5,060+1362.3% | $10,827+583.4% |