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 | $90,397 | $89,753+0.7% | $107,525-15.9% | $84,808+6.6% |
| Participation rate | 16.7% | 68.1%-51.4pp | 75.1%-58.4pp | 68.3%-51.6pp |
| Annual return | 17.39% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $745 | $3,113-76.1% | $3,754-80.2% | $2,631-71.7% |
| Participant deferral / active EE | $1,970 | $4,056-51.4% | $5,116-61.5% | $4,212-53.2% |
| Admin fee / account holder | $799 | $7,222-88.9% | $8,919-91.0% | $7,344-89.1% |