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 | $14,274 | $96,305-85.2% | $80,569-82.3% | $139,434-89.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 14.67% | 1350.08%-1335.4pp | 935.43%-920.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $294 | $3,262-91.0% | $2,723-89.2% | $4,751-93.8% |
| Participant deferral / active EE | $882 | $5,232-83.1% | $4,447-80.2% | $6,710-86.9% |
| Admin fee / account holder | $462 | $6,599-93.0% | $5,377-91.4% | $11,403-96.0% |