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 | $83,344 | $112,881-26.2% | $90,951-8.4% | $158,922-47.6% |
| Participation rate | 47.4% | 74.7%-27.4pp | 69.0%-21.6pp | 82.0%-34.6pp |
| Annual return | 20.60% | 215.79%-195.2pp | 134.60%-114.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $213 | $2,893-92.6% | $2,122-89.9% | $4,761-95.5% |
| Participant deferral / active EE | $2,135 | $4,128-48.3% | $3,373-36.7% | $5,982-64.3% |
| Admin fee / account holder | $783 | $8,041-90.3% | $5,959-86.9% | $11,246-93.0% |