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 | $62,172 | $72,071-13.7% | $68,368-9.1% | $137,256-54.7% |
| Participation rate | 5.6% | 76.2%-70.7pp | 73.8%-68.2pp | 80.0%-74.4pp |
| Annual return | 28.59% | 353.14%-324.6pp | 292.57%-264.0pp | 220.34%-191.8pp |
| Employer contribution / active EE | $266 | $2,788-90.5% | $2,649-90.0% | $4,156-93.6% |
| Participant deferral / active EE | $1,213 | $4,410-72.5% | $4,123-70.6% | $6,407-81.1% |
| Admin fee / account holder | $339 | $5,336-93.6% | $5,150-93.4% | $12,270-97.2% |