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 | $19,893 | $30,588-35.0% | $53,898-63.1% | $85,563-76.8% |
| Participation rate | 7.5% | 26.3%-18.8pp | 55.0%-47.4pp | 66.0%-58.4pp |
| Annual return | 14.98% | 50.42%-35.4pp | 528.60%-513.6pp | 31.51%-16.5pp |
| Employer contribution / active EE | $26 | $436-94.0% | $932-97.2% | $2,654-99.0% |
| Participant deferral / active EE | $261 | $848-69.2% | $1,826-85.7% | $4,375-94.0% |
| Admin fee / account holder | $4,090 | $1,879+117.6% | $2,491+64.2% | $834+390.3% |