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 | $5,293 | $68,097-92.2% | $62,929-91.6% | $137,256-96.1% |
| Participation rate | 63.2% | 77.4%-14.3pp | 73.1%-10.0pp | 80.0%-16.8pp |
| Annual return | 17.75% | 1859.11%-1841.4pp | 1063.93%-1046.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $902 | $4,553-80.2% | $3,888-76.8% | $6,407-85.9% |
| Admin fee / account holder | $342 | $6,521-94.8% | $5,065-93.2% | $12,270-97.2% |