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 | $23,189 | $74,888-69.0% | $71,209-67.4% | $142,382-83.7% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 13.69% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5 | $2,854-99.8% | $2,721-99.8% | $4,299-99.9% |
| Participant deferral / active EE | $782 | $4,454-82.4% | $4,175-81.3% | $6,507-88.0% |
| Admin fee / account holder | $3,129 | $5,568-43.8% | $5,349-41.5% | $12,624-75.2% |