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 | $23,810 | $48,277-50.7% | $67,511-64.7% | $80,874-70.6% |
| Participation rate | 63.5% | 66.4%-2.9pp | 72.9%-9.4pp | 67.6%-4.2pp |
| Annual return | 11.84% | 18.27%-6.4pp | 3517.41%-3505.6pp | 35.62%-23.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,578 | $2,926-46.1% | $4,000-60.5% | $4,297-63.3% |
| Admin fee / account holder | $395 | $3,687-89.3% | $3,999-90.1% | $6,935-94.3% |