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 9-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 | $62,083 | $105,998-41.4% | $92,233-32.7% | $147,584-57.9% |
| Participation rate | 17.4% | 80.4%-63.0pp | 76.5%-59.1pp | 82.8%-65.4pp |
| Annual return | 15.87% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,473 | $4,478-67.1% | $3,897-62.2% | $5,439-72.9% |
| Admin fee / account holder | $18,088 | $6,332+185.6% | $5,194+248.3% | $10,885+66.2% |