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 | $85,622 | $105,998-19.2% | $92,233-7.2% | $147,584-42.0% |
| Participation rate | 23.1% | 80.4%-57.3pp | 76.5%-53.4pp | 82.8%-59.8pp |
| Annual return | 11.85% | 50.05%-38.2pp | 176.28%-164.4pp | 578.55%-566.7pp |
| Employer contribution / active EE | $672 | $4,333-84.5% | $3,679-81.7% | $4,876-86.2% |
| Participant deferral / active EE | $1,600 | $4,478-64.3% | $3,897-58.9% | $5,439-70.6% |
| Admin fee / account holder | $29,858 | $6,332+371.5% | $5,194+474.9% | $10,885+174.3% |