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 | $23,874 | $75,828-68.5% | $147,614-83.8% | $59,632-60.0% |
| Participation rate | 58.3% | 71.6%-13.2pp | 84.6%-26.3pp | 68.7%-10.3pp |
| Annual return | 34.60% | 0.37%+34.2pp | 61.98%-27.4pp | 2041.28%-2006.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,096 | $3,130-33.1% | $4,895-57.2% | $3,192-34.3% |
| Admin fee / account holder | $4,835 | $5,985-19.2% | $11,611-58.4% | $4,297+12.5% |