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 | $22,133 | $180,749-87.8% | $160,784-86.2% | $137,256-83.9% |
| Participation rate | 47.1% | 80.0%-32.9pp | 77.0%-29.9pp | 80.0%-32.9pp |
| Annual return | 10.64% | 2234.46%-2223.8pp | 1803.92%-1793.3pp | 220.34%-209.7pp |
| Employer contribution / active EE | $248 | $4,155-94.0% | $3,733-93.4% | $4,156-94.0% |
| Participant deferral / active EE | $1,638 | $6,844-76.1% | $6,293-74.0% | $6,407-74.4% |
| Admin fee / account holder | $646 | $10,397-93.8% | $9,717-93.4% | $12,270-94.7% |