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 | $42,664 | $232,540-81.7% | $185,117-77.0% | $147,584-71.1% |
| Participation rate | 20.0% | 82.4%-62.4pp | 77.3%-57.3pp | 82.8%-62.8pp |
| Annual return | 14.81% | 43.03%-28.2pp | 40.50%-25.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $209 | $5,195-96.0% | $4,182-95.0% | $4,876-95.7% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $585 | $10,275-94.3% | $8,159-92.8% | $10,885-94.6% |