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 | $34,706 | $144,119-75.9% | $117,854-70.6% | $147,584-76.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 8.89% | 531.15%-522.3pp | 335.08%-326.2pp | 578.55%-569.7pp |
| Employer contribution / active EE | $257 | $4,896-94.8% | $3,786-93.2% | $4,876-94.7% |
| Participant deferral / active EE | $3,544 | $5,316-33.3% | $4,482-20.9% | $5,439-34.8% |
| Admin fee / account holder | $14,094 | $10,886+29.5% | $8,020+75.7% | $10,885+29.5% |