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 | $53,082 | $102,317-48.1% | $146,958-63.9% | $80,856-34.3% |
| Participation rate | 34.5% | 75.8%-41.4pp | 82.2%-47.7pp | 67.6%-33.2pp |
| Annual return | 15.30% | 134.76%-119.5pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $567 | $3,713-84.7% | $4,933-88.5% | $2,755-79.4% |
| Participant deferral / active EE | $3,811 | $6,644-42.6% | $8,070-52.8% | $4,296-11.3% |
| Admin fee / account holder | $3,849 | $7,941-51.5% | $12,998-70.4% | $6,918-44.4% |