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 | $24,355 | $106,890-77.2% | $84,015-71.0% | $152,861-84.1% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.4%-82.4pp |
| Annual return | 16.23% | 104.99%-88.8pp | 71.31%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $342 | $2,734-87.5% | $1,983-82.8% | $4,762-92.8% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $519 | $8,285-93.7% | $6,101-91.5% | $11,596-95.5% |