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 | $17,204 | $169,032-89.8% | $129,207-86.7% | $145,922-88.2% |
| Participation rate | 26.1% | 76.4%-50.4pp | 69.6%-43.5pp | 80.3%-54.2pp |
| Annual return | 7.81% | 14330.11%-14322.3pp | 9417.33%-9409.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $122 | $5,537-97.8% | $4,153-97.1% | $4,660-97.4% |
| Participant deferral / active EE | $550 | $4,987-89.0% | $4,168-86.8% | $6,688-91.8% |
| Admin fee / account holder | $3,717 | $9,954-62.7% | $7,715-51.8% | $13,397-72.3% |