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 | $24,632 | $65,561-62.4% | $86,188-71.4% | $75,163-67.2% |
| Participation rate | 44.4% | 60.5%-16.0pp | 69.0%-24.5pp | 67.2%-22.7pp |
| Annual return | 23.83% | 46.05%-22.2pp | 1168.45%-1144.6pp | 160.62%-136.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,188 | $3,024+38.5% | $3,985+5.1% | $4,125+1.5% |
| Admin fee / account holder | $2,652 | $5,474-51.5% | $6,852-61.3% | $5,651-53.1% |