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 | $57,965 | $96,635-40.0% | $86,612-33.1% | $139,434-58.4% |
| Participation rate | 38.5% | 74.4%-35.9pp | 71.7%-33.2pp | 80.3%-41.9pp |
| Annual return | 15.72% | 106.41%-90.7pp | 591.07%-575.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $212 | $3,263-93.5% | $3,022-93.0% | $4,751-95.5% |
| Participant deferral / active EE | $849 | $4,836-82.4% | $4,438-80.9% | $6,710-87.3% |
| Admin fee / account holder | $2,304 | $6,408-64.0% | $5,614-59.0% | $11,403-79.8% |