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 | $42,867 | $78,672-45.5% | $109,143-60.7% | $85,850-50.1% |
| Participation rate | 19.4% | 68.3%-48.9pp | 75.9%-56.5pp | 69.3%-50.0pp |
| Annual return | 13.53% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $620 | $2,735-77.3% | $3,722-83.3% | $2,565-75.8% |
| Participant deferral / active EE | $2,913 | $3,467-16.0% | $4,653-37.4% | $3,952-26.3% |
| Admin fee / account holder | $864 | $5,469-84.2% | $6,752-87.2% | $6,260-86.2% |