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 | $37,253 | $105,931-64.8% | $81,930-54.5% | $158,922-76.6% |
| Participation rate | 27.8% | 75.6%-47.8pp | 72.0%-44.2pp | 82.0%-54.2pp |
| Annual return | 9.10% | 38.17%-29.1pp | 29.49%-20.4pp | 302.83%-293.7pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,083 | $13,003-68.6% | $7,107-42.6% | $5,982-31.8% |
| Admin fee / account holder | $104,468 | $8,489+1130.6% | $5,158+1925.4% | $11,246+829.0% |