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 | $59,128 | $112,881-47.6% | $90,951-35.0% | $158,922-62.8% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 11.10% | 215.79%-204.7pp | 134.60%-123.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $326 | $2,893-88.7% | $2,122-84.6% | $4,761-93.1% |
| Participant deferral / active EE | $1,368 | $4,128-66.9% | $3,373-59.4% | $5,982-77.1% |
| Admin fee / account holder | $1,172 | $8,041-85.4% | $5,959-80.3% | $11,246-89.6% |