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 | $33,560 | $44,984-25.4% | $85,009-60.5% | $74,546-55.0% |
| Participation rate | 16.5% | 49.4%-32.9pp | 67.5%-51.0pp | 67.2%-50.7pp |
| Annual return | 11.61% | 26.25%-14.6pp | 66.47%-54.9pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $2 | $1,458-99.8% | $2,728-99.9% | $2,624-99.9% |
| Participant deferral / active EE | $656 | $2,733-76.0% | $4,522-85.5% | $4,347-84.9% |
| Admin fee / account holder | $1,483 | $2,208-32.8% | $6,153-75.9% | $1,944-23.7% |