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 | $17,287 | $53,822-67.9% | $75,696-77.2% | $85,850-79.9% |
| Participation rate | 37.3% | 69.1%-31.7pp | 74.8%-37.5pp | 69.3%-32.0pp |
| Annual return | 15.70% | 24.54%-8.8pp | 104.53%-88.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $172 | $2,017-91.5% | $2,743-93.7% | $2,565-93.3% |
| Participant deferral / active EE | $940 | $2,895-67.5% | $3,821-75.4% | $3,952-76.2% |
| Admin fee / account holder | $1,999 | $3,343-40.2% | $3,619-44.8% | $6,260-68.1% |