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 | $24,985 | $183,519-86.4% | $155,509-83.9% | $145,922-82.9% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 11.34% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,542 | $6,462-45.2% | $5,626-37.1% | $6,688-47.0% |
| Admin fee / account holder | $9,701 | $19,313-49.8% | $15,912-39.0% | $13,397-27.6% |