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 | $59,285 | $105,998-44.1% | $92,233-35.7% | $147,584-59.8% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 25.02% | 50.05%-25.0pp | 176.28%-151.3pp | 578.55%-553.5pp |
| Employer contribution / active EE | $388 | $4,333-91.1% | $3,679-89.5% | $4,876-92.1% |
| Participant deferral / active EE | $3,377 | $4,478-24.6% | $3,897-13.4% | $5,439-37.9% |
| Admin fee / account holder | $1,468 | $6,332-76.8% | $5,194-71.7% | $10,885-86.5% |