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 | $32,722 | $70,587-53.6% | $124,672-73.8% | $85,850-61.9% |
| Participation rate | 37.8% | 64.4%-26.6pp | 74.6%-36.8pp | 69.3%-31.5pp |
| Annual return | 23.33% | 20688.83%-20665.5pp | 5142.93%-5119.6pp | 318.53%-295.2pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,163 | $2,969-60.8% | $4,614-74.8% | $3,952-70.6% |
| Admin fee / account holder | $488 | $5,282-90.8% | $7,493-93.5% | $6,260-92.2% |