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 | $22,637 | $49,173-54.0% | $121,098-81.3% | $75,163-69.9% |
| Participation rate | 20.9% | 55.4%-34.5pp | 69.5%-48.6pp | 67.2%-46.3pp |
| Annual return | 15.28% | 55.99%-40.7pp | 985.75%-970.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $159 | $1,546-89.7% | $4,164-96.2% | $2,670-94.1% |
| Participant deferral / active EE | $1,083 | $2,628-58.8% | $4,080-73.4% | $4,125-73.7% |
| Admin fee / account holder | $7,991 | $3,942+102.7% | $5,644+41.6% | $5,651+41.4% |