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 | $24,746 | $90,348-72.6% | $75,972-67.4% | $145,922-83.0% |
| Participation rate | 47.8% | 74.5%-26.6pp | 69.1%-21.2pp | 80.3%-32.5pp |
| Annual return | 9.16% | 620.88%-611.7pp | 359.55%-350.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $266 | $3,311-92.0% | $2,685-90.1% | $4,660-94.3% |
| Participant deferral / active EE | $1,550 | $5,162-70.0% | $4,255-63.6% | $6,688-76.8% |
| Admin fee / account holder | $1,602 | $8,467-81.1% | $6,467-75.2% | $13,397-88.0% |