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 | $20,975 | $106,890-80.4% | $84,015-75.0% | $152,861-86.3% |
| Participation rate | 58.8% | 75.2%-16.4pp | 69.0%-10.2pp | 82.4%-23.6pp |
| Annual return | 56.85% | 104.99%-48.1pp | 71.31%-14.5pp | 345.32%-288.5pp |
| Employer contribution / active EE | $161 | $2,734-94.1% | $1,983-91.9% | $4,762-96.6% |
| Participant deferral / active EE | $3,088 | $4,011-23.0% | $3,239-4.6% | $5,850-47.2% |
| Admin fee / account holder | $5,505 | $8,285-33.6% | $6,101-9.8% | $11,596-52.5% |