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 | $55,430 | $76,738-27.8% | $56,411-1.7% | $145,922-62.0% |
| Participation rate | 46.7% | 63.2%-16.5pp | 52.5%-5.8pp | 80.3%-33.6pp |
| Annual return | 14.66% | 2994.23%-2979.6pp | 1701.33%-1686.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $804 | $2,623-69.3% | $1,952-58.8% | $6,688-88.0% |
| Admin fee / account holder | $2,092 | $3,334-37.3% | $2,829-26.1% | $13,397-84.4% |