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 | $8,349 | $169,032-95.1% | $129,207-93.5% | $145,922-94.3% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 12.60% | 14330.11%-14317.5pp | 9417.33%-9404.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,387 | $4,987-32.1% | $4,168-18.7% | $6,688-49.4% |
| Admin fee / account holder | $903 | $9,954-90.9% | $7,715-88.3% | $13,397-93.3% |