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 | $74,477 | $95,416-21.9% | $185,823-59.9% | $85,850-13.2% |
| Participation rate | 19.0% | 68.8%-49.7pp | 81.7%-62.7pp | 69.3%-50.3pp |
| Annual return | 19.00% | 23.59%-4.6pp | 122.05%-103.0pp | 318.53%-299.5pp |
| Employer contribution / active EE | $326 | $3,314-90.2% | $5,167-93.7% | $2,565-87.3% |
| Participant deferral / active EE | $1,335 | $3,423-61.0% | $5,568-76.0% | $3,952-66.2% |
| Admin fee / account holder | $9,999 | $7,213+38.6% | $16,237-38.4% | $6,260+59.7% |