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 | $30,411 | $157,256-80.7% | $141,162-78.5% | $152,861-80.1% |
| Participation rate | 18.2% | 84.8%-66.6pp | 82.5%-64.3pp | 82.4%-64.3pp |
| Annual return | 19.22% | 64.32%-45.1pp | 71.39%-52.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,620 | $7,109-63.1% | $6,709-60.9% | $5,850-55.2% |
| Admin fee / account holder | $23,352 | $12,120+92.7% | $10,261+127.6% | $11,596+101.4% |