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 | $57,419 | $103,949-44.8% | $69,182-17.0% | $273,961-79.0% |
| Participation rate | 21.7% | 67.4%-45.6pp | 55.1%-33.4pp | 83.0%-61.3pp |
| Annual return | 8.74% | 35.28%-26.5pp | -21.93%+30.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,052 | $2,716-61.3% | $1,897-44.6% | $5,287-80.1% |
| Admin fee / account holder | $315 | $3,671-91.4% | $2,697-88.3% | $10,132-96.9% |