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 | $34,416 | $105,998-67.5% | $92,233-62.7% | $147,584-76.7% |
| Participation rate | 38.1% | 80.4%-42.3pp | 76.5%-38.4pp | 82.8%-44.7pp |
| Annual return | 13.86% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $348 | $4,333-92.0% | $3,679-90.6% | $4,876-92.9% |
| Participant deferral / active EE | $1,390 | $4,478-69.0% | $3,897-64.3% | $5,439-74.4% |
| Admin fee / account holder | $10,582 | $6,332+67.1% | $5,194+103.8% | $10,885-2.8% |