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 | $27,608 | $105,998-74.0% | $92,233-70.1% | $147,584-81.3% |
| Participation rate | 17.6% | 80.4%-62.8pp | 76.5%-58.8pp | 82.8%-65.2pp |
| Annual return | 16.80% | 50.05%-33.2pp | 176.28%-159.5pp | 578.55%-561.7pp |
| Employer contribution / active EE | $305 | $4,333-93.0% | $3,679-91.7% | $4,876-93.7% |
| Participant deferral / active EE | $1,541 | $4,478-65.6% | $3,897-60.5% | $5,439-71.7% |
| Admin fee / account holder | $2,594 | $6,332-59.0% | $5,194-50.1% | $10,885-76.2% |