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 7-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 | $15,050 | $99,918-84.9% | $81,382-81.5% | $145,922-89.7% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.5%-26.6pp | 80.3%-37.4pp |
| Annual return | 9.53% | 34.32%-24.8pp | 24.73%-15.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,159 | $4,605-74.8% | $3,883-70.1% | $6,688-82.7% |
| Admin fee / account holder | $1,064 | $8,212-87.0% | $5,768-81.6% | $13,397-92.1% |