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 | $55,108 | $176,377-68.8% | $134,143-58.9% | $158,922-65.3% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 8.47% | 63.63%-55.2pp | 36.33%-27.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,995 | $4,091-51.3% | $3,499-43.0% | $5,982-66.7% |
| Admin fee / account holder | $24,302 | $8,718+178.8% | $6,684+263.6% | $11,246+116.1% |