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 | $19,676 | $65,409-69.9% | $98,442-80.0% | $85,850-77.1% |
| Participation rate | 18.2% | 65.0%-46.8pp | 73.3%-55.2pp | 69.3%-51.1pp |
| Annual return | 13.61% | 21.76%-8.1pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $993 | $3,166-68.7% | $4,276-76.8% | $3,952-74.9% |
| Admin fee / account holder | $3,071 | $4,593-33.1% | $5,949-48.4% | $6,260-50.9% |