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 | $81,418 | $105,998-23.2% | $92,233-11.7% | $147,584-44.8% |
| Participation rate | 68.2% | 80.4%-12.2pp | 76.5%-8.3pp | 82.8%-14.6pp |
| Annual return | 14.62% | 50.05%-35.4pp | 176.28%-161.7pp | 578.55%-563.9pp |
| Employer contribution / active EE | $413 | $4,333-90.5% | $3,679-88.8% | $4,876-91.5% |
| Participant deferral / active EE | $5,799 | $4,478+29.5% | $3,897+48.8% | $5,439+6.6% |
| Admin fee / account holder | $1,324 | $6,332-79.1% | $5,194-74.5% | $10,885-87.8% |