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 | $23,600 | $70,587-66.6% | $124,672-81.1% | $85,850-72.5% |
| Participation rate | 59.7% | 64.4%-4.7pp | 74.6%-14.9pp | 69.3%-9.6pp |
| Annual return | 11.62% | 20688.83%-20677.2pp | 5142.93%-5131.3pp | 318.53%-306.9pp |
| Employer contribution / active EE | $260 | $1,913-86.4% | $3,324-92.2% | $2,565-89.8% |
| Participant deferral / active EE | $1,890 | $2,969-36.3% | $4,614-59.0% | $3,952-52.2% |
| Admin fee / account holder | $1,616 | $5,282-69.4% | $7,493-78.4% | $6,260-74.2% |