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 | $99,099 | $185,200-46.5% | $142,863-30.6% | $167,490-40.8% |
| Participation rate | 57.1% | 78.4%-21.3pp | 71.9%-14.8pp | 82.1%-25.0pp |
| Annual return | 18.45% | 8555.70%-8537.2pp | 5637.54%-5619.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,307 | $4,494-26.4% | $3,837-13.8% | $6,341-47.9% |
| Admin fee / account holder | $520 | $8,031-93.5% | $6,560-92.1% | $12,309-95.8% |