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 | $21,951 | $97,757-77.5% | $83,848-73.8% | $135,375-83.8% |
| Participation rate | 35.3% | 80.0%-44.7pp | 76.1%-40.9pp | 82.6%-47.3pp |
| Annual return | 2.23% | 1287.37%-1285.1pp | 850.88%-848.6pp | 519.73%-517.5pp |
| Employer contribution / active EE | $331 | $4,222-92.2% | $3,631-90.9% | $4,779-93.1% |
| Participant deferral / active EE | $4,374 | $4,682-6.6% | $4,082+7.2% | $5,609-22.0% |
| Admin fee / account holder | $65,866 | $6,674+886.9% | $5,478+1102.3% | $10,827+508.3% |