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 | $39,204 | $55,415-29.3% | $155,509-74.8% | $74,495-47.4% |
| Participation rate | 16.2% | 61.9%-45.7pp | 78.2%-62.0pp | 67.2%-51.0pp |
| Annual return | 17.31% | 268.50%-251.2pp | 64.67%-47.4pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $186 | $2,267-91.8% | $4,672-96.0% | $2,623-92.9% |
| Participant deferral / active EE | $1,094 | $2,836-61.4% | $5,626-80.6% | $4,346-74.8% |
| Admin fee / account holder | $3,608 | $1,738+107.5% | $15,912-77.3% | $1,942+85.8% |