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 | $54,004 | $105,181-48.7% | $159,436-66.1% | $85,850-37.1% |
| Participation rate | 18.6% | 75.8%-57.2pp | 82.8%-64.2pp | 69.3%-50.7pp |
| Annual return | 19.06% | 45.07%-26.0pp | 263.57%-244.5pp | 318.53%-299.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,643 | $5,945-55.5% | $7,352-64.1% | $3,952-33.1% |
| Admin fee / account holder | $2,890 | $6,933-58.3% | $10,799-73.2% | $6,260-53.8% |