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 | $21,998 | $159,934-86.2% | $147,005-85.0% | $145,959-84.9% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 15.75% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,632 | $8,427-21.3% | $8,070-17.8% | $6,689-0.9% |
| Admin fee / account holder | $3,418 | $15,053-77.3% | $13,006-73.7% | $13,398-74.5% |