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 | $10,602 | $69,207-84.7% | $64,056-83.4% | $139,434-92.4% |
| Participation rate | 18.2% | 75.6%-57.4pp | 72.3%-54.1pp | 80.3%-62.1pp |
| Annual return | 24.32% | 45.88%-21.6pp | 33.69%-9.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,018 | $4,682-78.3% | $3,880-73.8% | $6,710-84.8% |
| Admin fee / account holder | $829 | $4,244-80.5% | $3,068-73.0% | $11,403-92.7% |