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 | $22,968 | $92,703-75.2% | $82,719-72.2% | $134,475-82.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 16.16% | 944.92%-928.8pp | 701.18%-685.0pp | 417.96%-401.8pp |
| Employer contribution / active EE | $290 | $3,274-91.1% | $3,009-90.4% | $4,740-93.9% |
| Participant deferral / active EE | $2,310 | $4,802-51.9% | $4,395-47.4% | $6,400-63.9% |
| Admin fee / account holder | $1,709 | $5,983-71.4% | $5,329-67.9% | $11,426-85.0% |