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 | $50,455 | $63,346-20.4% | $92,233-45.3% | $70,131-28.1% |
| Participation rate | 53.1% | 68.7%-15.5pp | 76.5%-23.4pp | 69.5%-16.4pp |
| Annual return | 22.35% | 530.12%-507.8pp | 176.28%-153.9pp | 73.14%-50.8pp |
| Employer contribution / active EE | $3 | $2,471-99.9% | $3,679-99.9% | $2,342-99.9% |
| Participant deferral / active EE | $3,153 | $2,854+10.5% | $3,897-19.1% | $3,332-5.4% |
| Admin fee / account holder | $2,604 | $3,840-32.2% | $5,194-49.9% | $4,645-43.9% |