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 | $54,965 | $63,346-13.2% | $92,233-40.4% | $70,131-21.6% |
| Participation rate | 49.1% | 68.7%-19.6pp | 76.5%-27.4pp | 69.5%-20.5pp |
| Annual return | 12.87% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $241 | $2,471-90.2% | $3,679-93.4% | $2,342-89.7% |
| Participant deferral / active EE | $1,171 | $2,854-59.0% | $3,897-70.0% | $3,332-64.9% |
| Admin fee / account holder | $6,541 | $3,840+70.3% | $5,194+25.9% | $4,645+40.8% |