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 | $29,906 | $150,187-80.1% | $120,354-75.2% | $145,922-79.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 20.03% | 154.07%-134.0pp | 107.15%-87.1pp | 561.29%-541.3pp |
| Employer contribution / active EE | $238 | $4,348-94.5% | $3,463-93.1% | $4,660-94.9% |
| Participant deferral / active EE | $2,376 | $6,173-61.5% | $4,991-52.4% | $6,688-64.5% |
| Admin fee / account holder | $4,990 | $12,207-59.1% | $9,423-47.0% | $13,397-62.8% |