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 | $16,801 | $172,111-90.2% | $150,298-88.8% | $137,256-87.8% |
| Participation rate | 64.7% | 81.7%-17.0pp | 77.8%-13.1pp | 80.0%-15.3pp |
| Annual return | 15.69% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $277 | $4,636-94.0% | $4,154-93.3% | $4,156-93.3% |
| Participant deferral / active EE | $1,831 | $6,166-70.3% | $5,453-66.4% | $6,407-71.4% |
| Admin fee / account holder | $2,009 | $16,471-87.8% | $14,116-85.8% | $12,270-83.6% |