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 | $25,682 | $82,630-68.9% | $64,105-59.9% | $125,391-79.5% |
| Participation rate | 45.0% | 75.9%-30.9pp | 68.2%-23.2pp | 83.2%-38.2pp |
| Annual return | 0.46% | 1489.72%-1489.3pp | 791.24%-790.8pp | 282.22%-281.8pp |
| Employer contribution / active EE | $135 | $2,671-94.9% | $1,820-92.6% | $4,866-97.2% |
| Participant deferral / active EE | $1,120 | $3,608-69.0% | $2,822-60.3% | $5,352-79.1% |
| Admin fee / account holder | $11,439 | $6,382+79.2% | $4,499+154.2% | $9,540+19.9% |