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 | $83,037 | $118,680-30.0% | $98,907-16.0% | $158,922-47.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 8.95% | 372.35%-363.4pp | 196.43%-187.5pp | 302.83%-293.9pp |
| Employer contribution / active EE | $18 | $3,333-99.5% | $2,689-99.3% | $4,761-99.6% |
| Participant deferral / active EE | $2,405 | $5,088-52.7% | $4,244-43.3% | $5,982-59.8% |
| Admin fee / account holder | $69,104 | $10,131+582.1% | $6,642+940.5% | $11,246+514.5% |