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 | $23,024 | $105,998-78.3% | $92,233-75.0% | $147,584-84.4% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 12.25% | 50.05%-37.8pp | 176.28%-164.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $371 | $4,333-91.4% | $3,679-89.9% | $4,876-92.4% |
| Participant deferral / active EE | $1,483 | $4,478-66.9% | $3,897-61.9% | $5,439-72.7% |
| Admin fee / account holder | $1,415 | $6,332-77.7% | $5,194-72.8% | $10,885-87.0% |