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 | $17,907 | $97,125-81.6% | $86,233-79.2% | $137,256-87.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 14.95% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $235 | $2,841-91.7% | $2,504-90.6% | $4,156-94.3% |
| Participant deferral / active EE | $998 | $5,180-80.7% | $4,559-78.1% | $6,407-84.4% |
| Admin fee / account holder | $2,167 | $9,725-77.7% | $8,342-74.0% | $12,270-82.3% |