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 | $51,282 | $34,934+46.8% | $56,411-9.1% | $74,495-31.2% |
| Participation rate | 31.9% | 32.8%-0.9pp | 52.5%-20.6pp | 67.2%-35.3pp |
| Annual return | 13.23% | 25.94%-12.7pp | 1701.33%-1688.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,423 | $1,170+21.6% | $1,952-27.1% | $4,346-67.3% |
| Admin fee / account holder | $4,407 | $2,364+86.4% | $2,829+55.8% | $1,942+127.0% |