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 | $30,662 | $217,402-85.9% | $185,823-83.5% | $167,490-81.7% |
| Participation rate | 18.2% | 86.0%-67.9pp | 81.7%-63.5pp | 82.1%-63.9pp |
| Annual return | 16.95% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $895 | $5,873-84.8% | $5,167-82.7% | $4,837-81.5% |
| Participant deferral / active EE | $3,679 | $6,356-42.1% | $5,568-33.9% | $6,341-42.0% |
| Admin fee / account holder | $1,321 | $19,811-93.3% | $16,237-91.9% | $12,309-89.3% |