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 | $40,971 | $105,998-61.3% | $92,233-55.6% | $147,584-72.2% |
| Participation rate | 46.7% | 80.4%-33.7pp | 76.5%-29.8pp | 82.8%-36.2pp |
| Annual return | 15.24% | 50.05%-34.8pp | 176.28%-161.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $327 | $4,333-92.5% | $3,679-91.1% | $4,876-93.3% |
| Participant deferral / active EE | $1,963 | $4,478-56.2% | $3,897-49.6% | $5,439-63.9% |
| Admin fee / account holder | $22,851 | $6,332+260.9% | $5,194+340.0% | $10,885+109.9% |