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 | $58,271 | $159,602-63.5% | $150,045-61.2% | $142,382-59.1% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 15.53% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,834 | $8,310+54.4% | $7,997+60.5% | $6,507+97.2% |
| Admin fee / account holder | $7,524 | $14,846-49.3% | $13,435-44.0% | $12,624-40.4% |