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 | $24,548 | $109,817-77.6% | $98,442-75.1% | $167,490-85.3% |
| Participation rate | 9.1% | 75.8%-66.7pp | 73.3%-64.2pp | 82.1%-73.0pp |
| Annual return | 11.47% | 1956.69%-1945.2pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,130 | $4,673-75.8% | $4,276-73.6% | $6,341-82.2% |
| Admin fee / account holder | $17,784 | $6,753+163.4% | $5,949+198.9% | $12,309+44.5% |