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 | $15,539 | $48,046-67.7% | $84,611-81.6% | $72,985-78.7% |
| Participation rate | 50.0% | 57.6%-7.6pp | 68.2%-18.2pp | 69.5%-19.5pp |
| Annual return | 21.22% | 37.38%-16.2pp | 258.74%-237.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,222 | $2,680-54.4% | $3,899-68.6% | $3,607-66.1% |
| Admin fee / account holder | $868 | $3,395-74.4% | $4,912-82.3% | $5,124-83.1% |