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 | $33,461 | $56,317-40.6% | $71,209-53.0% | $74,304-55.0% |
| Participation rate | 18.7% | 55.1%-36.5pp | 73.8%-55.1pp | 60.3%-41.7pp |
| Annual return | 15.83% | 42.83%-27.0pp | 282.51%-266.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $85 | $2,160-96.1% | $2,721-96.9% | $2,241-96.2% |
| Participant deferral / active EE | $720 | $2,788-74.2% | $4,175-82.8% | $3,767-80.9% |
| Admin fee / account holder | $4,518 | $2,290+97.3% | $5,349-15.5% | $2,969+52.2% |