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 | $34,049 | $97,757-65.2% | $83,848-59.4% | $135,375-74.8% |
| Participation rate | 27.8% | 80.0%-52.2pp | 76.1%-48.4pp | 82.6%-54.9pp |
| Annual return | -5.49% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $19 | $4,222-99.5% | $3,631-99.5% | $4,779-99.6% |
| Participant deferral / active EE | $1,361 | $4,682-70.9% | $4,082-66.7% | $5,609-75.7% |
| Admin fee / account holder | $388 | $6,674-94.2% | $5,478-92.9% | $10,827-96.4% |