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 | $27,901 | $49,173-43.3% | $121,098-77.0% | $75,163-62.9% |
| Participation rate | 25.4% | 55.4%-30.0pp | 69.5%-44.1pp | 67.2%-41.8pp |
| Annual return | 20.42% | 55.99%-35.6pp | 985.75%-965.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $256 | $1,546-83.4% | $4,164-93.8% | $2,670-90.4% |
| Participant deferral / active EE | $928 | $2,628-64.7% | $4,080-77.3% | $4,125-77.5% |
| Admin fee / account holder | $4,955 | $3,942+25.7% | $5,644-12.2% | $5,651-12.3% |