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 | $52,879 | $70,587-25.1% | $124,672-57.6% | $85,850-38.4% |
| Participation rate | 36.2% | 64.4%-28.2pp | 74.6%-38.4pp | 69.3%-33.1pp |
| Annual return | 13.36% | 20688.83%-20675.5pp | 5142.93%-5129.6pp | 318.53%-305.2pp |
| Employer contribution / active EE | $332 | $1,913-82.6% | $3,324-90.0% | $2,565-87.1% |
| Participant deferral / active EE | $1,456 | $2,969-51.0% | $4,614-68.5% | $3,952-63.2% |
| Admin fee / account holder | $16,477 | $5,282+211.9% | $7,493+119.9% | $6,260+163.2% |