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 | $21,781 | $99,877-78.2% | $84,966-74.4% | $145,922-85.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 11.28% | 83.76%-72.5pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4 | $3,231-99.9% | $2,727-99.8% | $4,660-99.9% |
| Participant deferral / active EE | $3,650 | $5,291-31.0% | $4,519-19.2% | $6,688-45.4% |
| Admin fee / account holder | $3,535 | $7,248-51.2% | $6,149-42.5% | $13,397-73.6% |