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 | $89,601 | $109,817-18.4% | $98,442-9.0% | $167,490-46.5% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 14.08% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $67 | $3,224-97.9% | $2,960-97.7% | $4,837-98.6% |
| Participant deferral / active EE | $2,422 | $4,673-48.2% | $4,276-43.4% | $6,341-61.8% |
| Admin fee / account holder | $700 | $6,753-89.6% | $5,949-88.2% | $12,309-94.3% |