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 | $22,570 | $76,000-70.3% | $154,107-85.4% | $64,186-64.8% |
| Participation rate | 45.8% | 70.4%-24.6pp | 83.0%-37.3pp | 69.6%-23.8pp |
| Annual return | 29.28% | 30.32%-1.0pp | 735.12%-705.8pp | 7.63%+21.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,865 | $3,175+21.7% | $5,081-23.9% | $3,470+11.4% |
| Admin fee / account holder | $3,820 | $5,596-31.7% | $13,411-71.5% | $4,888-21.8% |