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 | $27,412 | $70,587-61.2% | $124,672-78.0% | $85,850-68.1% |
| Participation rate | 34.0% | 64.4%-30.4pp | 74.6%-40.6pp | 69.3%-35.3pp |
| Annual return | 14.02% | 20688.83%-20674.8pp | 5142.93%-5128.9pp | 318.53%-304.5pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,164 | $2,969-27.1% | $4,614-53.1% | $3,952-45.2% |
| Admin fee / account holder | $1,449 | $5,282-72.6% | $7,493-80.7% | $6,260-76.8% |