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 | $67,957 | $102,604-33.8% | $86,188-21.2% | $139,434-51.3% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | 18.45% | 1922.51%-1904.1pp | 1168.45%-1150.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $462 | $3,032-84.8% | $2,380-80.6% | $4,751-90.3% |
| Participant deferral / active EE | $2,047 | $4,676-56.2% | $3,985-48.6% | $6,710-69.5% |
| Admin fee / account holder | $532 | $8,657-93.9% | $6,852-92.2% | $11,403-95.3% |