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 | $26,363 | $99,918-73.6% | $81,382-67.6% | $145,922-81.9% |
| Participation rate | 27.3% | 74.2%-46.9pp | 69.5%-42.2pp | 80.3%-53.0pp |
| Annual return | 15.79% | 34.32%-18.5pp | 24.73%-8.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,554 | $4,605-22.8% | $3,883-8.5% | $6,688-46.9% |
| Admin fee / account holder | $22,752 | $8,212+177.0% | $5,768+294.4% | $13,397+69.8% |