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 | $19,098 | $49,173-61.2% | $121,098-84.2% | $75,163-74.6% |
| Participation rate | 31.6% | 55.4%-23.8pp | 69.5%-37.9pp | 67.2%-35.6pp |
| Annual return | 15.38% | 55.99%-40.6pp | 985.75%-970.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $845 | $2,628-67.8% | $4,080-79.3% | $4,125-79.5% |
| Admin fee / account holder | $1,706 | $3,942-56.7% | $5,644-69.8% | $5,651-69.8% |