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 | $32,767 | $85,202-61.5% | $172,739-81.0% | $72,985-55.1% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 22.93% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $233 | $3,324-93.0% | $5,143-95.5% | $2,440-90.4% |
| Participant deferral / active EE | $1,849 | $3,260-43.3% | $5,198-64.4% | $3,607-48.8% |
| Admin fee / account holder | $1,812 | $5,884-69.2% | $13,954-87.0% | $5,124-64.6% |