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 | $101,402 | $105,998-4.3% | $92,233+9.9% | $147,584-31.3% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 16.55% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $383 | $4,333-91.2% | $3,679-89.6% | $4,876-92.1% |
| Participant deferral / active EE | $3,266 | $4,478-27.1% | $3,897-16.2% | $5,439-39.9% |
| Admin fee / account holder | $2,358 | $6,332-62.8% | $5,194-54.6% | $10,885-78.3% |