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 | $22,180 | $52,406-57.7% | $129,207-82.8% | $74,495-70.2% |
| Participation rate | 30.1% | 53.8%-23.7pp | 69.6%-39.5pp | 67.2%-37.1pp |
| Annual return | 12.05% | 15.66%-3.6pp | 9417.33%-9405.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $115 | $1,531-92.5% | $4,153-97.2% | $2,623-95.6% |
| Participant deferral / active EE | $909 | $2,794-67.5% | $4,168-78.2% | $4,346-79.1% |
| Admin fee / account holder | $1,837 | $2,633-30.2% | $7,715-76.2% | $1,942-5.4% |