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 6-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 | $11,082 | $57,281-80.7% | $86,612-87.2% | $75,163-85.3% |
| Participation rate | 51.7% | 63.2%-11.5pp | 71.7%-20.0pp | 67.2%-15.5pp |
| Annual return | 21.75% | 2670.75%-2649.0pp | 591.07%-569.3pp | 160.62%-138.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,080 | $3,318-7.2% | $4,438-30.6% | $4,125-25.3% |
| Admin fee / account holder | $997 | $4,112-75.8% | $5,614-82.3% | $5,651-82.4% |