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 8-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 | $21,041 | $115,770-81.8% | $101,248-79.2% | $158,922-86.8% |
| Participation rate | 21.1% | 79.4%-58.3pp | 75.8%-54.8pp | 82.0%-60.9pp |
| Annual return | 41.74% | 56.14%-14.4pp | 46.47%-4.7pp | 302.83%-261.1pp |
| Employer contribution / active EE | $530 | $4,175-87.3% | $3,660-85.5% | $4,761-88.9% |
| Participant deferral / active EE | $1,858 | $4,957-62.5% | $4,370-57.5% | $5,982-68.9% |
| Admin fee / account holder | $634 | $7,245-91.2% | $5,945-89.3% | $11,246-94.4% |