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 | $69,237 | $106,890-35.2% | $84,015-17.6% | $152,861-54.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 25.79% | 104.99%-79.2pp | 71.31%-45.5pp | 345.32%-319.5pp |
| Employer contribution / active EE | $194 | $2,734-92.9% | $1,983-90.2% | $4,762-95.9% |
| Participant deferral / active EE | $3,317 | $4,011-17.3% | $3,239+2.4% | $5,850-43.3% |
| Admin fee / account holder | $362 | $8,285-95.6% | $6,101-94.1% | $11,596-96.9% |