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 | $46,029 | $70,756-34.9% | $65,493-29.7% | $142,382-67.7% |
| Participation rate | 61.5% | 77.4%-15.8pp | 73.1%-11.6pp | 80.1%-18.6pp |
| Annual return | 16.27% | 1754.89%-1738.6pp | 982.45%-966.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,016 | $4,637-35.0% | $3,961-23.8% | $6,507-53.6% |
| Admin fee / account holder | $5,775 | $6,559-11.9% | $5,028+14.9% | $12,624-54.3% |