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 | $20,596 | $175,202-88.2% | $149,673-86.2% | $139,434-85.2% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 18.99% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $603 | $5,474-89.0% | $4,818-87.5% | $4,751-87.3% |
| Participant deferral / active EE | $2,459 | $6,519-62.3% | $5,680-56.7% | $6,710-63.4% |
| Admin fee / account holder | $5,679 | $16,150-64.8% | $13,210-57.0% | $11,403-50.2% |