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 | $57,442 | $175,202-67.2% | $149,673-61.6% | $139,434-58.8% |
| Participation rate | 58.8% | 83.4%-24.6pp | 78.8%-19.9pp | 80.3%-21.5pp |
| Annual return | 11.77% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $227 | $5,474-95.9% | $4,818-95.3% | $4,751-95.2% |
| Participant deferral / active EE | $2,265 | $6,519-65.3% | $5,680-60.1% | $6,710-66.2% |
| Admin fee / account holder | $21,712 | $16,150+34.4% | $13,210+64.4% | $11,403+90.4% |