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 9-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 | $20,314 | $70,532-71.2% | $68,948-70.5% | $137,256-85.2% |
| Participation rate | 0.0% | 81.0%-81.0pp | 79.2%-79.2pp | 80.0%-80.0pp |
| Annual return | 14.94% | 32.56%-17.6pp | 28.39%-13.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,778 | $6,773-73.8% | $6,186-71.3% | $6,407-72.2% |
| Admin fee / account holder | $1,336 | $7,916-83.1% | $7,539-82.3% | $12,270-89.1% |