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 9-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 | $28,052 | $150,440-81.4% | $136,294-79.4% | $147,584-81.0% |
| Participation rate | 30.8% | 84.4%-53.7pp | 81.9%-51.2pp | 82.8%-52.1pp |
| Annual return | 13.80% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,474 | $6,630-62.7% | $6,247-60.4% | $5,439-54.5% |
| Admin fee / account holder | $1,014 | $10,905-90.7% | $9,243-89.0% | $10,885-90.7% |