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 | $17,416 | $177,572-90.2% | $154,803-88.7% | $142,382-87.8% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 18.22% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $300 | $4,810-93.8% | $4,305-93.0% | $4,299-93.0% |
| Participant deferral / active EE | $2,237 | $6,272-64.3% | $5,540-59.6% | $6,507-65.6% |
| Admin fee / account holder | $917 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |