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 | $30,608 | $70,587-56.6% | $124,672-75.4% | $85,850-64.3% |
| Participation rate | 40.6% | 64.4%-23.8pp | 74.6%-34.0pp | 69.3%-28.7pp |
| Annual return | 11.92% | 20688.83%-20676.9pp | 5142.93%-5131.0pp | 318.53%-306.6pp |
| Employer contribution / active EE | $225 | $1,913-88.3% | $3,324-93.2% | $2,565-91.2% |
| Participant deferral / active EE | $1,139 | $2,969-61.6% | $4,614-75.3% | $3,952-71.2% |
| Admin fee / account holder | $4,202 | $5,282-20.5% | $7,493-43.9% | $6,260-32.9% |