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 | $33,783 | $102,604-67.1% | $86,188-60.8% | $139,434-75.8% |
| Participation rate | 29.4% | 74.5%-45.1pp | 69.0%-39.5pp | 80.3%-50.9pp |
| Annual return | 16.38% | 1922.51%-1906.1pp | 1168.45%-1152.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $101 | $3,032-96.7% | $2,380-95.8% | $4,751-97.9% |
| Participant deferral / active EE | $2,015 | $4,676-56.9% | $3,985-49.4% | $6,710-70.0% |
| Admin fee / account holder | $487 | $8,657-94.4% | $6,852-92.9% | $11,403-95.7% |