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 | $23,940 | $63,346-62.2% | $92,233-74.0% | $70,131-65.9% |
| Participation rate | 15.3% | 68.7%-53.4pp | 76.5%-61.2pp | 69.5%-54.3pp |
| Annual return | 22.22% | 530.12%-507.9pp | 176.28%-154.1pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,203 | $2,854-57.8% | $3,897-69.1% | $3,332-63.9% |
| Admin fee / account holder | $8,709 | $3,840+126.8% | $5,194+67.7% | $4,645+87.5% |