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 | $10,362 | $99,877-89.6% | $84,966-87.8% | $145,922-92.9% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.6pp |
| Annual return | 9.91% | 83.76%-73.9pp | 66.38%-56.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $329 | $3,231-89.8% | $2,727-87.9% | $4,660-92.9% |
| Participant deferral / active EE | $1,732 | $5,291-67.3% | $4,519-61.7% | $6,688-74.1% |
| Admin fee / account holder | $368 | $7,248-94.9% | $6,149-94.0% | $13,397-97.3% |