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 | $39,139 | $60,124-34.9% | $90,404-56.7% | $79,858-51.0% |
| Participation rate | 19.6% | 65.0%-45.4pp | 72.7%-53.1pp | 69.6%-50.1pp |
| Annual return | 15.58% | 71.94%-56.4pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $170 | $2,068-91.8% | $3,262-94.8% | $2,471-93.1% |
| Participant deferral / active EE | $803 | $2,938-72.7% | $3,963-79.7% | $3,740-78.5% |
| Admin fee / account holder | $301 | $3,976-92.4% | $5,611-94.6% | $5,306-94.3% |