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 | $57,964 | $63,346-8.5% | $92,233-37.2% | $70,131-17.3% |
| Participation rate | 53.9% | 68.7%-14.7pp | 76.5%-22.5pp | 69.5%-15.6pp |
| Annual return | 14.83% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $240 | $2,471-90.3% | $3,679-93.5% | $2,342-89.8% |
| Participant deferral / active EE | $1,639 | $2,854-42.6% | $3,897-57.9% | $3,332-50.8% |
| Admin fee / account holder | $1,512 | $3,840-60.6% | $5,194-70.9% | $4,645-67.4% |