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 | $64,863 | $121,625-46.7% | $104,607-38.0% | $158,922-59.2% |
| Participation rate | 25.0% | 77.5%-52.5pp | 74.1%-49.1pp | 82.0%-57.0pp |
| Annual return | 13.98% | 465.26%-451.3pp | 340.46%-326.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $970 | $4,177-76.8% | $3,740-74.1% | $5,982-83.8% |
| Admin fee / account holder | $4,245 | $7,787-45.5% | $6,473-34.4% | $11,246-62.3% |