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 | $30,713 | $106,890-71.3% | $84,015-63.4% | $152,861-79.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 14.93% | 104.99%-90.1pp | 71.31%-56.4pp | 345.32%-330.4pp |
| Employer contribution / active EE | $18 | $2,734-99.3% | $1,983-99.1% | $4,762-99.6% |
| Participant deferral / active EE | $2,276 | $4,011-43.3% | $3,239-29.7% | $5,850-61.1% |
| Admin fee / account holder | $651 | $8,285-92.1% | $6,101-89.3% | $11,596-94.4% |