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 | $20,485 | $83,337-75.4% | $67,834-69.8% | $273,961-92.5% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 31.81% | 259.45%-227.6pp | 138.47%-106.7pp | 41.45%-9.6pp |
| Employer contribution / active EE | $130 | $3,287-96.0% | $2,403-94.6% | $4,869-97.3% |
| Participant deferral / active EE | $1,312 | $4,088-67.9% | $3,160-58.5% | $5,287-75.2% |
| Admin fee / account holder | $9,413 | $6,752+39.4% | $4,622+103.6% | $10,132-7.1% |