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 5-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 | $7,958 | $99,877-92.0% | $84,966-90.6% | $145,922-94.5% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 12.43% | 83.76%-71.3pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $201 | $3,231-93.8% | $2,727-92.6% | $4,660-95.7% |
| Participant deferral / active EE | $1,110 | $5,291-79.0% | $4,519-75.4% | $6,688-83.4% |
| Admin fee / account holder | $1,486 | $7,248-79.5% | $6,149-75.8% | $13,397-88.9% |