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 | $11,409 | $81,632-86.0% | $70,449-83.8% | $158,922-92.8% |
| Participation rate | 30.0% | 77.7%-47.7pp | 75.1%-45.1pp | 82.0%-52.0pp |
| Annual return | 18.14% | 208.40%-190.3pp | 109.03%-90.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,097 | $4,554-75.9% | $3,709-70.4% | $5,982-81.7% |
| Admin fee / account holder | $327 | $6,193-94.7% | $3,845-91.5% | $11,246-97.1% |