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 | $21,975 | $77,419-71.6% | $69,455-68.4% | $152,861-85.6% |
| Participation rate | 26.1% | 78.1%-52.0pp | 74.6%-48.5pp | 82.4%-56.4pp |
| Annual return | 23.08% | 39.06%-16.0pp | 28.97%-5.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $159 | $3,315-95.2% | $2,779-94.3% | $4,762-96.7% |
| Participant deferral / active EE | $2,761 | $4,414-37.5% | $3,535-21.9% | $5,850-52.8% |
| Admin fee / account holder | $19,040 | $6,207+206.8% | $3,839+395.9% | $11,596+64.2% |