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 | $70,756-92.5% | $65,493-91.9% | $142,382-96.3% |
| Participation rate | 63.2% | 77.4%-14.2pp | 73.1%-9.9pp | 80.1%-17.0pp |
| Annual return | 17.75% | 1754.89%-1737.1pp | 982.45%-964.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $902 | $4,637-80.5% | $3,961-77.2% | $6,507-86.1% |
| Admin fee / account holder | $342 | $6,559-94.8% | $5,028-93.2% | $12,624-97.3% |