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 8-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 | $23,213 | $150,187-84.5% | $120,354-80.7% | $145,922-84.1% |
| Participation rate | 47.1% | 78.8%-31.7pp | 71.9%-24.8pp | 80.3%-33.2pp |
| Annual return | 10.37% | 154.07%-143.7pp | 107.15%-96.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $804 | $4,348-81.5% | $3,463-76.8% | $4,660-82.7% |
| Participant deferral / active EE | $1,981 | $6,173-67.9% | $4,991-60.3% | $6,688-70.4% |
| Admin fee / account holder | $4,153 | $12,207-66.0% | $9,423-55.9% | $13,397-69.0% |