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 | $9,273 | $85,022-89.1% | $70,515-86.8% | $139,434-93.3% |
| Participation rate | 68.4% | 73.9%-5.5pp | 68.3%+0.1pp | 80.3%-11.9pp |
| Annual return | 18.21% | 30.38%-12.2pp | 32.77%-14.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,666 | $5,890-54.7% | $4,567-41.6% | $6,710-60.3% |
| Admin fee / account holder | $1,494 | $8,906-83.2% | $6,412-76.7% | $11,403-86.9% |