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 8-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 | $48,387 | $90,348-46.4% | $75,972-36.3% | $145,922-66.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 9.42% | 620.88%-611.5pp | 359.55%-350.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $114 | $3,311-96.5% | $2,685-95.7% | $4,660-97.5% |
| Participant deferral / active EE | $2,047 | $5,162-60.3% | $4,255-51.9% | $6,688-69.4% |
| Admin fee / account holder | $26,136 | $8,467+208.7% | $6,467+304.2% | $13,397+95.1% |