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 | $22,857 | $90,348-74.7% | $75,972-69.9% | $145,922-84.3% |
| Participation rate | 22.7% | 74.5%-51.7pp | 69.1%-46.3pp | 80.3%-57.5pp |
| Annual return | 29.19% | 620.88%-591.7pp | 359.55%-330.4pp | 561.29%-532.1pp |
| Employer contribution / active EE | $126 | $3,311-96.2% | $2,685-95.3% | $4,660-97.3% |
| Participant deferral / active EE | $1,250 | $5,162-75.8% | $4,255-70.6% | $6,688-81.3% |
| Admin fee / account holder | $4,473 | $8,467-47.2% | $6,467-30.8% | $13,397-66.6% |