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 | $172,111-89.9% | $150,298-88.4% | $137,256-87.3% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 18.22% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $300 | $4,636-93.5% | $4,154-92.8% | $4,156-92.8% |
| Participant deferral / active EE | $2,237 | $6,166-63.7% | $5,453-59.0% | $6,407-65.1% |
| Admin fee / account holder | $917 | $16,471-94.4% | $14,116-93.5% | $12,270-92.5% |