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 8-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 | $19,616 | $176,662-88.9% | $130,648-85.0% | $152,861-87.2% |
| Participation rate | 63.6% | 79.0%-15.3pp | 71.7%-8.1pp | 82.4%-18.8pp |
| Annual return | 26.36% | 2692.24%-2665.9pp | 1708.96%-1682.6pp | 345.32%-319.0pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,275 | $4,361-47.8% | $3,603-36.9% | $5,850-61.1% |
| Admin fee / account holder | $665 | $7,133-90.7% | $5,464-87.8% | $11,596-94.3% |