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 | $90,348-89.0% | $75,972-86.9% | $145,922-93.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 11.58% | 620.88%-609.3pp | 359.55%-348.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $297 | $3,311-91.0% | $2,685-88.9% | $4,660-93.6% |
| Participant deferral / active EE | $1,689 | $5,162-67.3% | $4,255-60.3% | $6,688-74.7% |
| Admin fee / account holder | $320 | $8,467-96.2% | $6,467-95.0% | $13,397-97.6% |