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 | $20,593 | $176,662-88.3% | $130,648-84.2% | $152,861-86.5% |
| Participation rate | 52.4% | 79.0%-26.6pp | 71.7%-19.4pp | 82.4%-30.1pp |
| Annual return | 23.74% | 2692.24%-2668.5pp | 1708.96%-1685.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,769 | $4,361-59.4% | $3,603-50.9% | $5,850-69.8% |
| Admin fee / account holder | $341 | $7,133-95.2% | $5,464-93.8% | $11,596-97.1% |