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 | $49,919 | $126,519-60.5% | $106,201-53.0% | $145,959-65.8% |
| Participation rate | 47.4% | 77.7%-30.3pp | 75.3%-27.9pp | 80.3%-32.9pp |
| Annual return | 9.58% | 225.10%-215.5pp | 116.26%-106.7pp | 561.95%-552.4pp |
| Employer contribution / active EE | $325 | $3,726-91.3% | $3,170-89.7% | $4,661-93.0% |
| Participant deferral / active EE | $1,625 | $5,716-71.6% | $5,012-67.6% | $6,689-75.7% |
| Admin fee / account holder | $90,658 | $17,312+423.7% | $11,039+721.2% | $13,398+576.7% |