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 | $35,168 | $105,998-66.8% | $92,233-61.9% | $147,584-76.2% |
| Participation rate | 21.1% | 80.4%-59.4pp | 76.5%-55.4pp | 82.8%-61.8pp |
| Annual return | 19.97% | 50.05%-30.1pp | 176.28%-156.3pp | 578.55%-558.6pp |
| Employer contribution / active EE | $411 | $4,333-90.5% | $3,679-88.8% | $4,876-91.6% |
| Participant deferral / active EE | $2,364 | $4,478-47.2% | $3,897-39.3% | $5,439-56.5% |
| Admin fee / account holder | $1,207 | $6,332-80.9% | $5,194-76.8% | $10,885-88.9% |