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 4-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 | $71,404 | $90,348-21.0% | $75,972-6.0% | $145,922-51.1% |
| Participation rate | 15.0% | 74.5%-59.5pp | 69.1%-54.1pp | 80.3%-65.3pp |
| Annual return | 10.10% | 620.88%-610.8pp | 359.55%-349.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $68 | $3,311-98.0% | $2,685-97.5% | $4,660-98.5% |
| Participant deferral / active EE | $1,650 | $5,162-68.0% | $4,255-61.2% | $6,688-75.3% |
| Admin fee / account holder | $556 | $8,467-93.4% | $6,467-91.4% | $13,397-95.8% |