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 | $36,458 | $105,998-65.6% | $92,233-60.5% | $147,584-75.3% |
| Participation rate | 14.3% | 80.4%-66.1pp | 76.5%-62.2pp | 82.8%-68.5pp |
| Annual return | 34.66% | 50.05%-15.4pp | 176.28%-141.6pp | 578.55%-543.9pp |
| Employer contribution / active EE | $331 | $4,333-92.4% | $3,679-91.0% | $4,876-93.2% |
| Participant deferral / active EE | $2,077 | $4,478-53.6% | $3,897-46.7% | $5,439-61.8% |
| Admin fee / account holder | $770 | $6,332-87.8% | $5,194-85.2% | $10,885-92.9% |