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 | $24,986 | $72,177-65.4% | $115,037-78.3% | $59,632-58.1% |
| Participation rate | 52.3% | 72.6%-20.3pp | 81.4%-29.1pp | 68.7%-16.4pp |
| Annual return | 24.43% | 12.02%+12.4pp | 26.14%-1.7pp | 2041.28%-2016.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,605 | $4,783-24.6% | $6,026-40.2% | $3,192+13.0% |
| Admin fee / account holder | $1,498 | $4,927-69.6% | $8,175-81.7% | $4,297-65.1% |