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 | $72,318 | $126,574-42.9% | $106,213-31.9% | $145,922-50.4% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.7pp |
| Annual return | 29.56% | 224.79%-195.2pp | 116.14%-86.6pp | 561.29%-531.7pp |
| Employer contribution / active EE | $600 | $3,730-83.9% | $3,171-81.1% | $4,660-87.1% |
| Participant deferral / active EE | $1,796 | $5,724-68.6% | $5,016-64.2% | $6,688-73.1% |
| Admin fee / account holder | $6,141 | $17,304-64.5% | $11,033-44.3% | $13,397-54.2% |