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 | $177,572-90.5% | $154,803-89.1% | $142,382-88.2% |
| Participation rate | 64.7% | 82.1%-17.3pp | 78.1%-13.4pp | 80.1%-15.4pp |
| Annual return | 15.69% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $277 | $4,810-94.2% | $4,305-93.6% | $4,299-93.6% |
| Participant deferral / active EE | $1,831 | $6,272-70.8% | $5,540-66.9% | $6,507-71.9% |
| Admin fee / account holder | $2,009 | $16,786-88.0% | $14,329-86.0% | $12,624-84.1% |