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 | $32,311 | $105,998-69.5% | $92,233-65.0% | $147,584-78.1% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 48.47% | 50.05%-1.6pp | 176.28%-127.8pp | 578.55%-530.1pp |
| Employer contribution / active EE | $556 | $4,333-87.2% | $3,679-84.9% | $4,876-88.6% |
| Participant deferral / active EE | $3,292 | $4,478-26.5% | $3,897-15.5% | $5,439-39.5% |
| Admin fee / account holder | $7,356 | $6,332+16.2% | $5,194+41.6% | $10,885-32.4% |