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 | $27,916 | $154,117-81.9% | $129,995-78.5% | $139,434-80.0% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.5%-61.8pp | 80.3%-63.7pp |
| Annual return | 18.39% | 32.48%-14.1pp | -137.18%+155.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $525 | $5,289-90.1% | $4,320-87.8% | $4,751-89.0% |
| Participant deferral / active EE | $9,185 | $6,710+36.9% | $5,820+57.8% | $6,710+36.9% |
| Admin fee / account holder | $5,511 | $14,007-60.7% | $10,614-48.1% | $11,403-51.7% |