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 | $66,472 | $100,852-34.1% | $90,404-26.5% | $158,922-58.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 10.95% | 1724.20%-1713.3pp | 1293.02%-1282.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $90 | $3,689-97.6% | $3,262-97.2% | $4,761-98.1% |
| Participant deferral / active EE | $1,504 | $4,348-65.4% | $3,963-62.0% | $5,982-74.9% |
| Admin fee / account holder | $1,426 | $6,501-78.1% | $5,611-74.6% | $11,246-87.3% |