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 | $81,189 | $180,449-55.0% | $154,107-47.3% | $135,375-40.0% |
| Participation rate | 16.7% | 87.4%-70.8pp | 83.0%-66.4pp | 82.6%-66.0pp |
| Annual return | -4.78% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,000 | $6,035-83.4% | $5,298-81.1% | $4,779-79.1% |
| Participant deferral / active EE | $4,000 | $5,806-31.1% | $5,081-21.3% | $5,609-28.7% |
| Admin fee / account holder | $526 | $16,143-96.7% | $13,411-96.1% | $10,827-95.1% |