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 | $83,480 | $105,998-21.2% | $92,233-9.5% | $147,584-43.4% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 19.26% | 50.05%-30.8pp | 176.28%-157.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $363 | $4,333-91.6% | $3,679-90.1% | $4,876-92.6% |
| Participant deferral / active EE | $3,317 | $4,478-25.9% | $3,897-14.9% | $5,439-39.0% |
| Admin fee / account holder | $1,392 | $6,332-78.0% | $5,194-73.2% | $10,885-87.2% |