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 | $14,902 | $101,069-85.3% | $81,478-81.7% | $147,584-89.9% |
| Participation rate | 23.8% | 74.5%-50.6pp | 68.0%-44.1pp | 82.8%-59.0pp |
| Annual return | 16.78% | 32.40%-15.6pp | 38.78%-22.0pp | 578.55%-561.8pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $653 | $4,242-84.6% | $3,537-81.5% | $5,439-88.0% |
| Admin fee / account holder | $347 | $5,812-94.0% | $4,561-92.4% | $10,885-96.8% |