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 | $14,759 | $110,502-86.6% | $80,716-81.7% | $167,490-91.2% |
| Participation rate | 30.8% | 64.0%-33.2pp | 54.2%-23.4pp | 82.1%-51.3pp |
| Annual return | 19.87% | 120.54%-100.7pp | 87.28%-67.4pp | 478.56%-458.7pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $502 | $2,871-82.5% | $2,146-76.6% | $6,341-92.1% |
| Admin fee / account holder | $642 | $4,545-85.9% | $3,380-81.0% | $12,309-94.8% |