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 | $42,885 | $56,199-23.7% | $67,652-36.6% | $59,632-28.1% |
| Participation rate | 42.6% | 71.5%-28.9pp | 75.7%-33.1pp | 68.7%-26.1pp |
| Annual return | 14.53% | 18505.31%-18490.8pp | 6625.04%-6610.5pp | 2041.28%-2026.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,386 | $2,844-51.3% | $3,560-61.1% | $3,192-56.6% |
| Admin fee / account holder | $978 | $3,958-75.3% | $4,821-79.7% | $4,297-77.2% |