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 | $27,151 | $49,173-44.8% | $121,098-77.6% | $75,163-63.9% |
| Participation rate | 25.4% | 55.4%-30.0pp | 69.5%-44.1pp | 67.2%-41.8pp |
| Annual return | 17.51% | 55.99%-38.5pp | 985.75%-968.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $137 | $1,546-91.1% | $4,164-96.7% | $2,670-94.9% |
| Participant deferral / active EE | $1,804 | $2,628-31.3% | $4,080-55.8% | $4,125-56.3% |
| Admin fee / account holder | $3,257 | $3,942-17.4% | $5,644-42.3% | $5,651-42.4% |