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 | $102,214 | $112,881-9.5% | $90,951+12.4% | $158,922-35.7% |
| Participation rate | 6.7% | 74.7%-68.1pp | 69.0%-62.3pp | 82.0%-75.3pp |
| Annual return | 5.18% | 215.79%-210.6pp | 134.60%-129.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $210 | $2,893-92.7% | $2,122-90.1% | $4,761-95.6% |
| Participant deferral / active EE | $1,733 | $4,128-58.0% | $3,373-48.6% | $5,982-71.0% |
| Admin fee / account holder | $3,741 | $8,041-53.5% | $5,959-37.2% | $11,246-66.7% |