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 | $23,773 | $72,400-67.2% | $67,502-64.8% | $145,922-83.7% |
| Participation rate | 46.2% | 76.9%-30.7pp | 72.9%-26.7pp | 80.3%-34.1pp |
| Annual return | 10.22% | 7182.46%-7172.2pp | 3512.12%-3501.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,360 | $4,783-29.7% | $4,000-16.0% | $6,688-49.8% |
| Admin fee / account holder | $5,365 | $5,539-3.1% | $3,998+34.2% | $13,397-60.0% |