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 | $43,741 | $84,696-48.4% | $75,696-42.2% | $167,490-73.9% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.8%-52.6pp | 82.1%-59.9pp |
| Annual return | 9.98% | 199.36%-189.4pp | 104.53%-94.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,033 | $4,580-77.4% | $3,821-73.0% | $6,341-83.7% |
| Admin fee / account holder | $7,534 | $5,355+40.7% | $3,619+108.2% | $12,309-38.8% |