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 | $33,193 | $53,127-37.5% | $86,590-61.7% | $70,131-52.7% |
| Participation rate | 15.4% | 65.3%-49.9pp | 73.5%-58.2pp | 69.5%-54.2pp |
| Annual return | 50.62% | 27.66%+23.0pp | 964.84%-914.2pp | 73.14%-22.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,388 | $2,696-48.5% | $3,609-61.5% | $3,332-58.3% |
| Admin fee / account holder | $397 | $3,585-88.9% | $4,906-91.9% | $4,645-91.5% |