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 | $18,678 | $109,327-82.9% | $89,391-79.1% | $158,922-88.2% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 7.41% | 345.68%-338.3pp | 245.62%-238.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $26 | $3,170-99.2% | $2,586-99.0% | $4,761-99.5% |
| Participant deferral / active EE | $1,704 | $4,598-62.9% | $3,890-56.2% | $5,982-71.5% |
| Admin fee / account holder | $8,736 | $6,153+42.0% | $4,881+79.0% | $11,246-22.3% |