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 | $39,289 | $52,519-25.2% | $155,790-74.8% | $59,632-34.1% |
| Participation rate | 13.0% | 61.7%-48.7pp | 76.1%-63.1pp | 68.7%-55.6pp |
| Annual return | 0.58% | 53.51%-52.9pp | 71.54%-71.0pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,568 | $3,084-49.2% | $4,797-67.3% | $3,192-50.9% |
| Admin fee / account holder | $560 | $3,540-84.2% | $7,478-92.5% | $4,297-87.0% |