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 | $45,322 | $55,415-18.2% | $155,509-70.9% | $74,495-39.2% |
| Participation rate | 26.2% | 61.9%-35.7pp | 78.2%-52.0pp | 67.2%-41.0pp |
| Annual return | 11.72% | 268.50%-256.8pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $340 | $2,267-85.0% | $4,672-92.7% | $2,623-87.0% |
| Participant deferral / active EE | $812 | $2,836-71.4% | $5,626-85.6% | $4,346-81.3% |
| Admin fee / account holder | $7,595 | $1,738+336.9% | $15,912-52.3% | $1,942+291.2% |