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 | $49,158 | $107,334-54.2% | $92,893-47.1% | $152,861-67.8% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.4%-46.1pp |
| Annual return | 19.87% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $618 | $4,221-85.4% | $3,653-83.1% | $4,762-87.0% |
| Participant deferral / active EE | $1,718 | $4,845-64.5% | $4,236-59.4% | $5,850-70.6% |
| Admin fee / account holder | $15,075 | $7,079+112.9% | $5,794+160.2% | $11,596+30.0% |