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 | $53,375 | $163,101-67.3% | $136,749-61.0% | $142,382-62.5% |
| Participation rate | 8.3% | 78.2%-69.9pp | 72.1%-63.8pp | 80.1%-71.8pp |
| Annual return | 230.33% | 27.54%+202.8pp | 24.33%+206.0pp | 217.08%+13.3pp |
| Employer contribution / active EE | $93 | $4,117-97.7% | $3,400-97.3% | $4,299-97.8% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $8,460 | $14,318-40.9% | $11,386-25.7% | $12,624-33.0% |