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 | $32,389 | $180,449-82.1% | $154,107-79.0% | $135,375-76.1% |
| Participation rate | 57.9% | 87.4%-29.5pp | 83.0%-25.1pp | 82.6%-24.7pp |
| Annual return | -8.10% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,056 | $6,035-82.5% | $5,298-80.1% | $4,779-77.9% |
| Participant deferral / active EE | $3,330 | $5,806-42.7% | $5,081-34.5% | $5,609-40.6% |
| Admin fee / account holder | $327 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |