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 | $20,169 | $149,040-86.5% | $120,225-83.2% | $137,256-85.3% |
| Participation rate | 11.1% | 75.4%-64.3pp | 69.6%-58.5pp | 80.0%-68.8pp |
| Annual return | 17.66% | 605.68%-588.0pp | 439.23%-421.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $478 | $4,655-89.7% | $3,999-88.0% | $6,407-92.5% |
| Admin fee / account holder | $2,381 | $6,348-62.5% | $5,696-58.2% | $12,270-80.6% |