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 | $25,327 | $65,561-61.4% | $86,188-70.6% | $75,163-66.3% |
| Participation rate | 25.6% | 60.5%-34.9pp | 69.0%-43.4pp | 67.2%-41.6pp |
| Annual return | 13.34% | 46.05%-32.7pp | 1168.45%-1155.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $199 | $1,553-87.2% | $2,380-91.6% | $2,670-92.5% |
| Participant deferral / active EE | $1,371 | $3,024-54.7% | $3,985-65.6% | $4,125-66.8% |
| Admin fee / account holder | $5,449 | $5,474-0.5% | $6,852-20.5% | $5,651-3.6% |