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 | $29,265 | $49,173-40.5% | $121,098-75.8% | $75,163-61.1% |
| Participation rate | 39.8% | 55.4%-15.6pp | 69.5%-29.7pp | 67.2%-27.4pp |
| Annual return | 16.28% | 55.99%-39.7pp | 985.75%-969.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $283 | $1,546-81.7% | $4,164-93.2% | $2,670-89.4% |
| Participant deferral / active EE | $2,849 | $2,628+8.4% | $4,080-30.2% | $4,125-30.9% |
| Admin fee / account holder | $1,986 | $3,942-49.6% | $5,644-64.8% | $5,651-64.8% |