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 | $58,960 | $114,047-48.3% | $96,139-38.7% | $167,490-64.8% |
| Participation rate | 22.2% | 75.1%-52.8pp | 68.4%-46.2pp | 82.1%-59.9pp |
| Annual return | 12.95% | 189.88%-176.9pp | 191.94%-179.0pp | 478.56%-465.6pp |
| Employer contribution / active EE | $170 | $3,427-95.0% | $2,797-93.9% | $4,837-96.5% |
| Participant deferral / active EE | $1,467 | $5,194-71.8% | $4,349-66.3% | $6,341-76.9% |
| Admin fee / account holder | $389 | $6,897-94.4% | $5,537-93.0% | $12,309-96.8% |