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 | $63,020 | $95,862-34.3% | $79,550-20.8% | $134,475-53.1% |
| Participation rate | 52.4% | 75.0%-22.7pp | 69.5%-17.1pp | 81.2%-28.8pp |
| Annual return | 71.58% | -2.69%+74.3pp | 0.16%+71.4pp | 417.96%-346.4pp |
| Employer contribution / active EE | $360 | $3,128-88.5% | $2,413-85.1% | $4,740-92.4% |
| Participant deferral / active EE | $1,251 | $4,693-73.3% | $3,985-68.6% | $6,400-80.4% |
| Admin fee / account holder | $2,031 | $9,126-77.8% | $6,832-70.3% | $11,426-82.2% |