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 | $22,412 | $103,376-78.3% | $87,100-74.3% | $152,861-85.3% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.9%-36.9pp | 82.4%-42.4pp |
| Annual return | 12.16% | 28.10%-15.9pp | 28.19%-16.0pp | 345.32%-333.2pp |
| Employer contribution / active EE | $556 | $3,220-82.7% | $2,521-77.9% | $4,762-88.3% |
| Participant deferral / active EE | $1,515 | $4,778-68.3% | $4,049-62.6% | $5,850-74.1% |
| Admin fee / account holder | $25,138 | $12,205+106.0% | $7,497+235.3% | $11,596+116.8% |