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 | $25,890 | $88,751-70.8% | $81,812-68.4% | $145,922-82.3% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.3%-26.2pp | 80.3%-34.1pp |
| Annual return | 14.75% | 1025.40%-1010.7pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $260 | $3,083-91.6% | $2,912-91.1% | $4,660-94.4% |
| Participant deferral / active EE | $1,629 | $4,643-64.9% | $4,319-62.3% | $6,688-75.6% |
| Admin fee / account holder | $23,292 | $8,415+176.8% | $7,386+215.4% | $13,397+73.9% |