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 | $16,946 | $52,953-68.0% | $172,739-90.2% | $65,185-74.0% |
| Participation rate | 32.7% | 66.2%-33.5pp | 82.6%-50.0pp | 70.2%-37.5pp |
| Annual return | 20.25% | 30.12%-9.9pp | 802.84%-782.6pp | 29.38%-9.1pp |
| Employer contribution / active EE | $198 | $2,190-91.0% | $5,143-96.1% | $2,177-90.9% |
| Participant deferral / active EE | $883 | $2,471-64.3% | $5,198-83.0% | $3,514-74.9% |
| Admin fee / account holder | $3,785 | $472+702.1% | $13,954-72.9% | $847+346.9% |