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 | $21,067 | $51,604-59.2% | $129,295-83.7% | $80,874-74.0% |
| Participation rate | 20.3% | 57.0%-36.6pp | 69.6%-49.3pp | 67.6%-47.3pp |
| Annual return | 13.65% | 20.76%-7.1pp | 9429.28%-9415.6pp | 35.62%-22.0pp |
| Employer contribution / active EE | $177 | $1,585-88.8% | $4,157-95.7% | $2,756-93.6% |
| Participant deferral / active EE | $782 | $2,670-70.7% | $4,169-81.2% | $4,297-81.8% |
| Admin fee / account holder | $4,234 | $4,310-1.8% | $7,665-44.8% | $6,935-38.9% |