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 | $58,176 | $175,202-66.8% | $149,673-61.1% | $139,434-58.3% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 26.12% | 166.71%-140.6pp | 134.42%-108.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $323 | $5,474-94.1% | $4,818-93.3% | $4,751-93.2% |
| Participant deferral / active EE | $5,420 | $6,519-16.9% | $5,680-4.6% | $6,710-19.2% |
| Admin fee / account holder | $728 | $16,150-95.5% | $13,210-94.5% | $11,403-93.6% |