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 | $61,685 | $180,449-65.8% | $154,107-60.0% | $135,375-54.4% |
| Participation rate | 30.0% | 87.4%-57.4pp | 83.0%-53.0pp | 82.6%-52.6pp |
| Annual return | 4.58% | 888.09%-883.5pp | 735.12%-730.5pp | 519.73%-515.1pp |
| Employer contribution / active EE | $580 | $6,035-90.4% | $5,298-89.1% | $4,779-87.9% |
| Participant deferral / active EE | $3,379 | $5,806-41.8% | $5,081-33.5% | $5,609-39.7% |
| Admin fee / account holder | $2,366 | $16,143-85.3% | $13,411-82.4% | $10,827-78.1% |