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 | $14,069 | $96,635-85.4% | $86,612-83.8% | $139,434-89.9% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 28.94% | 106.41%-77.5pp | 591.07%-562.1pp | 372.94%-344.0pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,880 | $4,836-19.8% | $4,438-12.6% | $6,710-42.2% |
| Admin fee / account holder | $3,455 | $6,408-46.1% | $5,614-38.5% | $11,403-69.7% |