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 | $42,473 | $86,286-50.8% | $111,297-61.8% | $85,850-50.5% |
| Participation rate | 44.4% | 73.3%-28.9pp | 77.3%-32.9pp | 69.3%-24.9pp |
| Annual return | 13.15% | 19.99%-6.8pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $281 | $2,043-86.2% | $2,731-89.7% | $2,565-89.0% |
| Participant deferral / active EE | $1,973 | $3,641-45.8% | $4,487-56.0% | $3,952-50.1% |
| Admin fee / account holder | $11,409 | $8,188+39.3% | $7,964+43.3% | $6,260+82.3% |