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 | $47,126 | $152,587-69.1% | $125,175-62.4% | $152,861-69.2% |
| Participation rate | 68.8% | 83.3%-14.6pp | 79.8%-11.0pp | 82.4%-13.7pp |
| Annual return | 22.04% | 54.84%-32.8pp | 43.79%-21.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,256 | $5,868-44.5% | $4,937-34.1% | $5,850-44.3% |
| Admin fee / account holder | $353 | $13,434-97.4% | $9,702-96.4% | $11,596-97.0% |