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 8-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 | $57,597 | $112,096-48.6% | $95,952-40.0% | $158,922-63.8% |
| Participation rate | 23.1% | 79.0%-55.9pp | 77.1%-54.0pp | 82.0%-58.9pp |
| Annual return | 35.37% | 171.09%-135.7pp | 91.61%-56.2pp | 302.83%-267.5pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,652 | $4,784-23.7% | $4,167-12.3% | $5,982-38.9% |
| Admin fee / account holder | $3,665 | $10,130-63.8% | $6,795-46.1% | $11,246-67.4% |