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 | $39,244 | $60,124-34.7% | $90,404-56.6% | $79,858-50.9% |
| Participation rate | 45.5% | 65.0%-19.5pp | 72.7%-27.2pp | 69.6%-24.2pp |
| Annual return | 12.97% | 71.94%-59.0pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,760 | $2,938-6.1% | $3,963-30.4% | $3,740-26.2% |
| Admin fee / account holder | $1,325 | $3,976-66.7% | $5,611-76.4% | $5,306-75.0% |