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 | $120,372 | $180,449-33.3% | $154,107-21.9% | $135,375-11.1% |
| Participation rate | 23.1% | 87.4%-64.3pp | 83.0%-60.0pp | 82.6%-59.6pp |
| Annual return | -7.40% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $968 | $6,035-84.0% | $5,298-81.7% | $4,779-79.7% |
| Participant deferral / active EE | $3,122 | $5,806-46.2% | $5,081-38.5% | $5,609-44.3% |
| Admin fee / account holder | $6,342 | $16,143-60.7% | $13,411-52.7% | $10,827-41.4% |