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 10-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 | $28,165 | $81,632-65.5% | $70,449-60.0% | $158,922-82.3% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 14.37% | 208.40%-194.0pp | 109.03%-94.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $185 | $3,217-94.3% | $2,737-93.3% | $4,761-96.1% |
| Participant deferral / active EE | $5,122 | $4,554+12.5% | $3,709+38.1% | $5,982-14.4% |
| Admin fee / account holder | $7,917 | $6,193+27.8% | $3,845+105.9% | $11,246-29.6% |