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 | $49,597 | $144,119-65.6% | $117,854-57.9% | $147,584-66.4% |
| Participation rate | 11.1% | 83.4%-72.3pp | 79.7%-68.6pp | 82.8%-71.7pp |
| Annual return | 18.84% | 531.15%-512.3pp | 335.08%-316.2pp | 578.55%-559.7pp |
| Employer contribution / active EE | $295 | $4,896-94.0% | $3,786-92.2% | $4,876-93.9% |
| Participant deferral / active EE | $2,000 | $5,316-62.4% | $4,482-55.4% | $5,439-63.2% |
| Admin fee / account holder | $304 | $10,886-97.2% | $8,020-96.2% | $10,885-97.2% |