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 | $22,578 | $105,998-78.7% | $92,233-75.5% | $147,584-84.7% |
| Participation rate | 43.8% | 80.4%-36.7pp | 76.5%-32.7pp | 82.8%-39.1pp |
| Annual return | 10.02% | 50.05%-40.0pp | 176.28%-166.3pp | 578.55%-568.5pp |
| Employer contribution / active EE | $622 | $4,333-85.6% | $3,679-83.1% | $4,876-87.2% |
| Participant deferral / active EE | $1,275 | $4,478-71.5% | $3,897-67.3% | $5,439-76.6% |
| Admin fee / account holder | $2,786 | $6,332-56.0% | $5,194-46.4% | $10,885-74.4% |