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 | $16,622 | $50,637-67.2% | $86,590-80.8% | $62,292-73.3% |
| Participation rate | 19.1% | 67.9%-48.8pp | 73.5%-54.5pp | 69.5%-50.4pp |
| Annual return | 13.93% | 20.80%-6.9pp | 964.84%-950.9pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $919 | $2,611-64.8% | $3,609-74.5% | $3,169-71.0% |
| Admin fee / account holder | $317 | $413-23.4% | $4,906-93.5% | $479-33.9% |