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 | $115,671 | $189,613-39.0% | $167,512-30.9% | $142,382-18.8% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 13.40% | 2024.68%-2011.3pp | 1615.79%-1602.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,529 | $6,981-49.4% | $6,405-44.9% | $6,507-45.8% |
| Admin fee / account holder | $7,265 | $10,528-31.0% | $9,769-25.6% | $12,624-42.4% |