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 | $78,282 | $183,519-57.3% | $155,509-49.7% | $145,922-46.4% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.5pp | 80.3%-38.6pp |
| Annual return | 11.00% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $479 | $5,313-91.0% | $4,672-89.7% | $4,660-89.7% |
| Participant deferral / active EE | $4,190 | $6,462-35.2% | $5,626-25.5% | $6,688-37.4% |
| Admin fee / account holder | $1,351 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |