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 9-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 | $56,254 | $72,400-22.3% | $67,502-16.7% | $145,922-61.4% |
| Participation rate | 47.4% | 76.9%-29.5pp | 72.9%-25.5pp | 80.3%-32.9pp |
| Annual return | 14.43% | 7182.46%-7168.0pp | 3512.12%-3497.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $289 | $3,069-90.6% | $2,731-89.4% | $4,660-93.8% |
| Participant deferral / active EE | $1,426 | $4,783-70.2% | $4,000-64.4% | $6,688-78.7% |
| Admin fee / account holder | $9,133 | $5,539+64.9% | $3,998+128.5% | $13,397-31.8% |