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 | $45,391 | $96,635-53.0% | $86,612-47.6% | $139,434-67.4% |
| Participation rate | 13.3% | 74.4%-61.1pp | 71.7%-58.4pp | 80.3%-67.0pp |
| Annual return | 45.73% | 106.41%-60.7pp | 591.07%-545.3pp | 372.94%-327.2pp |
| Employer contribution / active EE | $231 | $3,263-92.9% | $3,022-92.4% | $4,751-95.1% |
| Participant deferral / active EE | $1,246 | $4,836-74.2% | $4,438-71.9% | $6,710-81.4% |
| Admin fee / account holder | $371 | $6,408-94.2% | $5,614-93.4% | $11,403-96.7% |