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 | $16,821 | $51,576-67.4% | $129,207-87.0% | $80,856-79.2% |
| Participation rate | 19.5% | 57.0%-37.5pp | 69.6%-50.1pp | 67.6%-48.1pp |
| Annual return | 15.89% | 20.81%-4.9pp | 9417.33%-9401.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $230 | $1,584-85.5% | $4,153-94.5% | $2,755-91.7% |
| Participant deferral / active EE | $772 | $2,669-71.1% | $4,168-81.5% | $4,296-82.0% |
| Admin fee / account holder | $33,347 | $4,305+674.6% | $7,715+332.3% | $6,918+382.0% |