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 | $48,521 | $117,381-58.7% | $99,443-51.2% | $152,861-68.3% |
| Participation rate | 16.7% | 77.5%-60.9pp | 73.8%-57.2pp | 82.4%-65.8pp |
| Annual return | 24.03% | 31.87%-7.8pp | 30.72%-6.7pp | 345.32%-321.3pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,838 | $4,086-30.5% | $3,619-21.6% | $5,850-51.5% |
| Admin fee / account holder | $96,669 | $7,631+1166.8% | $6,250+1446.6% | $11,596+733.6% |