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 | $72,089 | $109,327-34.1% | $89,391-19.4% | $158,922-54.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 9.81% | 345.68%-335.9pp | 245.62%-235.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $207 | $3,170-93.5% | $2,586-92.0% | $4,761-95.7% |
| Participant deferral / active EE | $2,290 | $4,598-50.2% | $3,890-41.1% | $5,982-61.7% |
| Admin fee / account holder | $8,002 | $6,153+30.1% | $4,881+63.9% | $11,246-28.8% |