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 | $29,603 | $115,770-74.4% | $101,248-70.8% | $158,922-81.4% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.6pp | 82.0%-18.8pp |
| Annual return | 9.31% | 56.14%-46.8pp | 46.47%-37.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,193 | $4,957-15.4% | $4,370-4.1% | $5,982-29.9% |
| Admin fee / account holder | $3,429 | $7,245-52.7% | $5,945-42.3% | $11,246-69.5% |