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 | $17,552 | $107,334-83.6% | $92,893-81.1% | $152,861-88.5% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 19.88% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $588 | $4,221-86.1% | $3,653-83.9% | $4,762-87.6% |
| Participant deferral / active EE | $1,839 | $4,845-62.0% | $4,236-56.6% | $5,850-68.6% |
| Admin fee / account holder | $3,287 | $7,079-53.6% | $5,794-43.3% | $11,596-71.7% |