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 | $63,395 | $112,096-43.4% | $95,952-33.9% | $158,922-60.1% |
| Participation rate | 53.8% | 79.0%-25.1pp | 77.1%-23.2pp | 82.0%-28.1pp |
| Annual return | 14.68% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $268 | $3,198-91.6% | $2,541-89.5% | $4,761-94.4% |
| Participant deferral / active EE | $3,113 | $4,784-34.9% | $4,167-25.3% | $5,982-48.0% |
| Admin fee / account holder | $5,879 | $10,130-42.0% | $6,795-13.5% | $11,246-47.7% |