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 | $25,428 | $62,573-59.4% | $85,682-70.3% | $85,850-70.4% |
| Participation rate | 16.0% | 61.1%-45.1pp | 69.9%-53.9pp | 69.3%-53.3pp |
| Annual return | 11.85% | 23.77%-11.9pp | 21.49%-9.6pp | 318.53%-306.7pp |
| Employer contribution / active EE | $126 | $1,757-92.8% | $2,618-95.2% | $2,565-95.1% |
| Participant deferral / active EE | $1,010 | $2,802-63.9% | $3,923-74.2% | $3,952-74.4% |
| Admin fee / account holder | $14,486 | $4,640+212.2% | $6,873+110.8% | $6,260+131.4% |