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 | $57,064 | $60,124-5.1% | $90,404-36.9% | $79,858-28.5% |
| Participation rate | 26.5% | 65.0%-38.5pp | 72.7%-46.2pp | 69.6%-43.1pp |
| Annual return | 13.55% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $96 | $2,068-95.4% | $3,262-97.1% | $2,471-96.1% |
| Participant deferral / active EE | $1,377 | $2,938-53.1% | $3,963-65.2% | $3,740-63.2% |
| Admin fee / account holder | $416 | $3,976-89.5% | $5,611-92.6% | $5,306-92.2% |