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 | $16,836 | $58,208-71.1% | $81,812-79.4% | $80,856-79.2% |
| Participation rate | 19.4% | 63.4%-44.0pp | 72.3%-52.9pp | 67.6%-48.2pp |
| Annual return | 12.04% | 41.66%-29.6pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $149 | $2,340-93.7% | $2,912-94.9% | $2,755-94.6% |
| Participant deferral / active EE | $884 | $3,281-73.1% | $4,319-79.5% | $4,296-79.4% |
| Admin fee / account holder | $9,385 | $4,981+88.4% | $7,386+27.1% | $6,918+35.7% |