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 | $11,481 | $70,756-83.8% | $65,493-82.5% | $142,382-91.9% |
| Participation rate | 18.8% | 77.4%-58.6pp | 73.1%-54.3pp | 80.1%-61.4pp |
| Annual return | 16.43% | 1754.89%-1738.5pp | 982.45%-966.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $66 | $2,881-97.7% | $2,574-97.4% | $4,299-98.5% |
| Participant deferral / active EE | $852 | $4,637-81.6% | $3,961-78.5% | $6,507-86.9% |
| Admin fee / account holder | $8,136 | $6,559+24.0% | $5,028+61.8% | $12,624-35.5% |