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 | $24,780 | $56,199-55.9% | $67,652-63.4% | $59,632-58.4% |
| Participation rate | 52.6% | 71.5%-18.9pp | 75.7%-23.1pp | 68.7%-16.1pp |
| Annual return | 2.47% | 18505.31%-18502.8pp | 6625.04%-6622.6pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $240 | $1,614-85.1% | $2,266-89.4% | $2,203-89.1% |
| Participant deferral / active EE | $1,365 | $2,844-52.0% | $3,560-61.7% | $3,192-57.2% |
| Admin fee / account holder | $1,581 | $3,958-60.1% | $4,821-67.2% | $4,297-63.2% |