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 | $40,765 | $45,152-9.7% | $73,843-44.8% | $59,632-31.6% |
| Participation rate | 53.3% | 64.0%-10.7pp | 73.4%-20.1pp | 68.7%-15.3pp |
| Annual return | 11.09% | 27.40%-16.3pp | 2267.84%-2256.8pp | 2041.28%-2030.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,942 | $2,574-24.6% | $3,583-45.8% | $3,192-39.2% |
| Admin fee / account holder | $449 | $3,516-87.2% | $4,880-90.8% | $4,297-89.5% |