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 | $29,842 | $85,766-65.2% | $136,294-78.1% | $70,131-57.4% |
| Participation rate | 40.2% | 74.2%-33.9pp | 81.9%-41.7pp | 69.5%-29.3pp |
| Annual return | 55.52% | 31.45%+24.1pp | 5155.94%-5100.4pp | 73.14%-17.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,866 | $5,051-43.3% | $6,247-54.1% | $3,332-14.0% |
| Admin fee / account holder | $2,126 | $5,420-60.8% | $9,243-77.0% | $4,645-54.2% |