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 | $11,579 | $104,664-88.9% | $85,682-86.5% | $167,490-93.1% |
| Participation rate | 44.4% | 76.4%-31.9pp | 69.9%-25.4pp | 82.1%-37.7pp |
| Annual return | 10.97% | 21.45%-10.5pp | 21.49%-10.5pp | 478.56%-467.6pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,349 | $4,824-72.0% | $3,923-65.6% | $6,341-78.7% |
| Admin fee / account holder | $2,114 | $10,032-78.9% | $6,873-69.2% | $12,309-82.8% |