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 | $54,910 | $55,415-0.9% | $155,509-64.7% | $74,495-26.3% |
| Participation rate | 19.3% | 61.9%-42.6pp | 78.2%-58.9pp | 67.2%-47.9pp |
| Annual return | 11.22% | 268.50%-257.3pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $62 | $2,267-97.3% | $4,672-98.7% | $2,623-97.6% |
| Participant deferral / active EE | $1,739 | $2,836-38.7% | $5,626-69.1% | $4,346-60.0% |
| Admin fee / account holder | $9,701 | $1,738+458.1% | $15,912-39.0% | $1,942+399.6% |