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 | $66,076 | $95,971-31.2% | $74,550-11.4% | $135,375-51.2% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | 8.39% | 56.96%-48.6pp | 32.53%-24.1pp | 519.73%-511.3pp |
| Employer contribution / active EE | $202 | $2,716-92.6% | $1,961-89.7% | $4,779-95.8% |
| Participant deferral / active EE | $1,808 | $3,843-53.0% | $3,108-41.8% | $5,609-67.8% |
| Admin fee / account holder | $5,539 | $6,522-15.1% | $5,060+9.5% | $10,827-48.8% |