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 | $46,507 | $76,785-39.4% | $56,441-17.6% | $145,959-68.1% |
| Participation rate | 27.3% | 63.2%-36.0pp | 52.5%-25.2pp | 80.3%-53.0pp |
| Annual return | 18.26% | 3000.51%-2982.2pp | 1704.21%-1686.0pp | 561.95%-543.7pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,140 | $2,624-56.5% | $1,953-41.6% | $6,689-83.0% |
| Admin fee / account holder | $15,997 | $3,334+379.8% | $2,829+465.4% | $13,398+19.4% |