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 | $16,804 | $27,915-39.8% | $58,482-71.3% | $75,163-77.6% |
| Participation rate | 59.5% | 38.8%+20.7pp | 50.9%+8.7pp | 67.2%-7.7pp |
| Annual return | 15.88% | 44.20%-28.3pp | 4239.32%-4223.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $297 | $1,201-75.3% | $1,924-84.6% | $4,125-92.8% |
| Admin fee / account holder | $18,800 | $1,726+989.5% | $2,516+647.2% | $5,651+232.7% |