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 | $51,785 | $144,119-64.1% | $117,854-56.1% | $147,584-64.9% |
| Participation rate | 53.8% | 83.4%-29.6pp | 79.7%-25.8pp | 82.8%-29.0pp |
| Annual return | 23.33% | 531.15%-507.8pp | 335.08%-311.7pp | 578.55%-555.2pp |
| Employer contribution / active EE | $352 | $4,896-92.8% | $3,786-90.7% | $4,876-92.8% |
| Participant deferral / active EE | $2,016 | $5,316-62.1% | $4,482-55.0% | $5,439-62.9% |
| Admin fee / account holder | $713 | $10,886-93.4% | $8,020-91.1% | $10,885-93.4% |