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 | $36,431 | $102,604-64.5% | $86,188-57.7% | $139,434-73.9% |
| Participation rate | 47.8% | 74.5%-26.7pp | 69.0%-21.1pp | 80.3%-32.5pp |
| Annual return | 14.64% | 1922.51%-1907.9pp | 1168.45%-1153.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $385 | $3,032-87.3% | $2,380-83.8% | $4,751-91.9% |
| Participant deferral / active EE | $1,850 | $4,676-60.4% | $3,985-53.6% | $6,710-72.4% |
| Admin fee / account holder | $877 | $8,657-89.9% | $6,852-87.2% | $11,403-92.3% |