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 8-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 | $39,934 | $65,561-39.1% | $86,188-53.7% | $75,163-46.9% |
| Participation rate | 34.0% | 60.5%-26.5pp | 69.0%-35.0pp | 67.2%-33.2pp |
| Annual return | 28.71% | 46.05%-17.3pp | 1168.45%-1139.7pp | 160.62%-131.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,586 | $3,024-14.5% | $3,985-35.1% | $4,125-37.3% |
| Admin fee / account holder | $11,807 | $5,474+115.7% | $6,852+72.3% | $5,651+108.9% |