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 | $20,873 | $65,561-68.2% | $86,188-75.8% | $75,163-72.2% |
| Participation rate | 27.4% | 60.5%-33.1pp | 69.0%-41.5pp | 67.2%-39.8pp |
| Annual return | 68.20% | 46.05%+22.1pp | 1168.45%-1100.3pp | 160.62%-92.4pp |
| Employer contribution / active EE | $224 | $1,553-85.5% | $2,380-90.6% | $2,670-91.6% |
| Participant deferral / active EE | $3,183 | $3,024+5.3% | $3,985-20.1% | $4,125-22.8% |
| Admin fee / account holder | $927 | $5,474-83.1% | $6,852-86.5% | $5,651-83.6% |