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 3-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 | $9,946 | $90,397-89.0% | $76,002-86.9% | $145,959-93.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 11.58% | 621.97%-610.4pp | 360.07%-348.5pp | 561.95%-550.4pp |
| Employer contribution / active EE | $297 | $3,317-91.1% | $2,688-89.0% | $4,661-93.6% |
| Participant deferral / active EE | $1,689 | $5,163-67.3% | $4,257-60.3% | $6,689-74.8% |
| Admin fee / account holder | $320 | $8,369-96.2% | $6,414-95.0% | $13,398-97.6% |