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 | $39,558 | $99,652-60.3% | $78,778-49.8% | $147,584-73.2% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 13.11% | 47.28%-34.2pp | 35.62%-22.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $50 | $2,796-98.2% | $1,986-97.5% | $4,876-99.0% |
| Participant deferral / active EE | $1,473 | $3,664-59.8% | $2,958-50.2% | $5,439-72.9% |
| Admin fee / account holder | $22,441 | $7,155+213.6% | $5,134+337.1% | $10,885+106.2% |