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 | $16,455 | $62,573-73.7% | $85,682-80.8% | $85,850-80.8% |
| Participation rate | 42.3% | 61.1%-18.9pp | 69.9%-27.6pp | 69.3%-27.0pp |
| Annual return | 12.09% | 23.77%-11.7pp | 21.49%-9.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $163 | $1,757-90.7% | $2,618-93.8% | $2,565-93.7% |
| Participant deferral / active EE | $985 | $2,802-64.9% | $3,923-74.9% | $3,952-75.1% |
| Admin fee / account holder | $835 | $4,640-82.0% | $6,873-87.9% | $6,260-86.7% |