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 | $29,886 | $112,096-73.3% | $95,952-68.9% | $158,922-81.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 12.84% | 171.09%-158.2pp | 91.61%-78.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $502 | $3,198-84.3% | $2,541-80.2% | $4,761-89.5% |
| Participant deferral / active EE | $2,934 | $4,784-38.7% | $4,167-29.6% | $5,982-50.9% |
| Admin fee / account holder | $16,176 | $10,130+59.7% | $6,795+138.0% | $11,246+43.8% |