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 | $16,500 | $100,773-83.6% | $88,946-81.4% | $142,382-88.4% |
| Participation rate | 13.3% | 74.3%-61.0pp | 68.8%-55.5pp | 80.1%-66.8pp |
| Annual return | 11.39% | 70.18%-58.8pp | 57.82%-46.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,173 | $5,230-77.6% | $4,581-74.4% | $6,507-82.0% |
| Admin fee / account holder | $19,016 | $9,693+96.2% | $8,261+130.2% | $12,624+50.6% |