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 | $41,639 | $102,604-59.4% | $86,188-51.7% | $139,434-70.1% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.0%-26.9pp | 80.3%-38.2pp |
| Annual return | 15.60% | 1922.51%-1906.9pp | 1168.45%-1152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,404 | $4,676-70.0% | $3,985-64.8% | $6,710-79.1% |
| Admin fee / account holder | $1,238 | $8,657-85.7% | $6,852-81.9% | $11,403-89.1% |