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 | $17,707 | $70,606-74.9% | $53,898-67.1% | $142,382-87.6% |
| Participation rate | 69.2% | 63.7%+5.5pp | 55.0%+14.3pp | 80.1%-10.9pp |
| Annual return | 18.29% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,972 | $2,364-16.6% | $1,826+8.0% | $6,507-69.7% |
| Admin fee / account holder | $2,436 | $2,852-14.6% | $2,491-2.2% | $12,624-80.7% |