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 | $82,415 | $109,817-25.0% | $98,442-16.3% | $167,490-50.8% |
| Participation rate | 30.8% | 75.8%-45.1pp | 73.3%-42.6pp | 82.1%-51.3pp |
| Annual return | 10.94% | 1956.69%-1945.7pp | 1492.73%-1481.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,534 | $4,673-67.2% | $4,276-64.1% | $6,341-75.8% |
| Admin fee / account holder | $576 | $6,753-91.5% | $5,949-90.3% | $12,309-95.3% |