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 | $68,830 | $98,240-29.9% | $82,313-16.4% | $147,584-53.4% |
| Participation rate | 44.4% | 79.7%-35.3pp | 76.9%-32.4pp | 82.8%-38.4pp |
| Annual return | 18.30% | 30.85%-12.6pp | 25.88%-7.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $220 | $3,192-93.1% | $2,428-90.9% | $4,876-95.5% |
| Participant deferral / active EE | $2,199 | $4,383-49.8% | $3,706-40.7% | $5,439-59.6% |
| Admin fee / account holder | $1,040 | $8,563-87.9% | $5,608-81.5% | $10,885-90.4% |