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 | $71,058 | $74,888-5.1% | $71,209-0.2% | $142,382-50.1% |
| Participation rate | 40.9% | 76.2%-35.3pp | 73.8%-32.8pp | 80.1%-39.2pp |
| Annual return | 19.08% | 345.14%-326.1pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,074 | $4,454+13.9% | $4,175+21.5% | $6,507-22.0% |
| Admin fee / account holder | $4,966 | $5,568-10.8% | $5,349-7.2% | $12,624-60.7% |