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 | $41,205 | $180,449-77.2% | $154,107-73.3% | $135,375-69.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -8.05% | 888.09%-896.1pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,120 | $6,035-81.4% | $5,298-78.9% | $4,779-76.6% |
| Participant deferral / active EE | $4,515 | $5,806-22.2% | $5,081-11.1% | $5,609-19.5% |
| Admin fee / account holder | $1,263 | $16,143-92.2% | $13,411-90.6% | $10,827-88.3% |