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 8-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 | $39,595 | $165,335-76.1% | $149,696-73.6% | $158,922-75.1% |
| Participation rate | 68.2% | 84.6%-16.4pp | 82.5%-14.3pp | 82.0%-13.8pp |
| Annual return | 15.16% | 348.15%-333.0pp | 276.60%-261.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $599 | $5,103-88.3% | $4,644-87.1% | $4,761-87.4% |
| Participant deferral / active EE | $6,509 | $7,181-9.4% | $6,842-4.9% | $5,982+8.8% |
| Admin fee / account holder | $10,045 | $10,807-7.0% | $9,309+7.9% | $11,246-10.7% |