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 10-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 | $37,814 | $90,600-58.3% | $79,464-52.4% | $135,375-72.1% |
| Participation rate | 47.4% | 76.0%-28.7pp | 73.3%-26.0pp | 82.6%-35.3pp |
| Annual return | 9.83% | 977.43%-967.6pp | 718.14%-708.3pp | 519.73%-509.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,591 | $4,050+87.4% | $3,704+104.9% | $5,609+35.3% |
| Admin fee / account holder | $1,272 | $5,907-78.5% | $5,113-75.1% | $10,827-88.3% |