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 | $48,341 | $99,079-51.2% | $77,999-38.0% | $273,961-82.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 4.58% | 217.93%-213.3pp | 425.96%-421.4pp | 41.45%-36.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,552 | $4,306-17.5% | $3,497+1.6% | $5,287-32.8% |
| Admin fee / account holder | $439 | $8,954-95.1% | $5,480-92.0% | $10,132-95.7% |