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 | $22,210 | $95,561-76.8% | $77,163-71.2% | $139,434-84.1% |
| Participation rate | 41.2% | 73.9%-32.8pp | 69.6%-28.4pp | 80.3%-39.1pp |
| Annual return | 15.33% | 54.92%-39.6pp | 37.87%-22.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,911 | $4,624-15.4% | $3,833+2.0% | $6,710-41.7% |
| Admin fee / account holder | $15,681 | $8,295+89.0% | $5,472+186.6% | $11,403+37.5% |