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 | $20,421 | $57,281-64.4% | $86,612-76.4% | $75,163-72.8% |
| Participation rate | 18.8% | 63.2%-44.4pp | 71.7%-52.9pp | 67.2%-48.4pp |
| Annual return | 26.91% | 2670.75%-2643.8pp | 591.07%-564.2pp | 160.62%-133.7pp |
| Employer contribution / active EE | $127 | $2,314-94.5% | $3,022-95.8% | $2,670-95.2% |
| Participant deferral / active EE | $1,270 | $3,318-61.7% | $4,438-71.4% | $4,125-69.2% |
| Admin fee / account holder | $645 | $4,112-84.3% | $5,614-88.5% | $5,651-88.6% |