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 | $58,073 | $109,327-46.9% | $89,391-35.0% | $158,922-63.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 13.52% | 345.68%-332.2pp | 245.62%-232.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $88 | $3,170-97.2% | $2,586-96.6% | $4,761-98.1% |
| Participant deferral / active EE | $3,195 | $4,598-30.5% | $3,890-17.9% | $5,982-46.6% |
| Admin fee / account holder | $493 | $6,153-92.0% | $4,881-89.9% | $11,246-95.6% |