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 | $20,210 | $169,032-88.0% | $129,207-84.4% | $145,922-86.2% |
| Participation rate | 12.5% | 76.4%-63.9pp | 69.6%-57.1pp | 80.3%-67.8pp |
| Annual return | 13.13% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $390 | $4,987-92.2% | $4,168-90.6% | $6,688-94.2% |
| Admin fee / account holder | $351 | $9,954-96.5% | $7,715-95.5% | $13,397-97.4% |