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 | $49,915 | $34,932+42.9% | $56,441-11.6% | $74,546-33.0% |
| Participation rate | 15.8% | 32.9%-17.0pp | 52.5%-36.7pp | 67.2%-51.4pp |
| Annual return | 10.69% | 24.90%-14.2pp | 1704.21%-1693.5pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $75 | $608-87.7% | $1,039-92.8% | $2,624-97.1% |
| Participant deferral / active EE | $465 | $1,173-60.4% | $1,953-76.2% | $4,347-89.3% |
| Admin fee / account holder | $2,166 | $2,359-8.2% | $2,829-23.5% | $1,944+11.4% |