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 | $35,806 | $101,883-64.9% | $453,369-92.1% | $85,850-58.3% |
| Participation rate | 28.4% | 72.3%-43.9pp | 78.0%-49.6pp | 69.3%-41.0pp |
| Annual return | 20.35% | 25.38%-5.0pp | 64.40%-44.0pp | 318.53%-298.2pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $4,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,195 | $4,782-54.1% | $6,209-64.7% | $3,952-44.5% |
| Admin fee / account holder | $559 | $5,706-90.2% | $11,209-95.0% | $6,260-91.1% |