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 | $44,945 | $99,079-54.6% | $77,999-42.4% | $273,961-83.6% |
| Participation rate | 65.2% | 78.6%-13.3pp | 75.5%-10.3pp | 83.0%-17.8pp |
| Annual return | 10.57% | 217.93%-207.4pp | 425.96%-415.4pp | 41.45%-30.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,546 | $4,306-40.9% | $3,497-27.2% | $5,287-51.9% |
| Admin fee / account holder | $679 | $8,954-92.4% | $5,480-87.6% | $10,132-93.3% |