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 | $18,502 | $115,770-84.0% | $101,248-81.7% | $158,922-88.4% |
| Participation rate | 61.9% | 79.4%-17.5pp | 75.8%-13.9pp | 82.0%-20.1pp |
| Annual return | 20.05% | 56.14%-36.1pp | 46.47%-26.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $565 | $4,175-86.5% | $3,660-84.6% | $4,761-88.1% |
| Participant deferral / active EE | $1,947 | $4,957-60.7% | $4,370-55.5% | $5,982-67.5% |
| Admin fee / account holder | $313 | $7,245-95.7% | $5,945-94.7% | $11,246-97.2% |