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 | $23,192 | $53,127-56.3% | $86,590-73.2% | $70,131-66.9% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 17.82% | 27.66%-9.8pp | 964.84%-947.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $146 | $2,068-93.0% | $2,839-94.9% | $2,342-93.8% |
| Participant deferral / active EE | $1,305 | $2,696-51.6% | $3,609-63.8% | $3,332-60.8% |
| Admin fee / account holder | $4,208 | $3,585+17.4% | $4,906-14.2% | $4,645-9.4% |