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 | $53,008 | $159,901-66.8% | $146,958-63.9% | $145,922-63.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 11.23% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $947 | $5,286-82.1% | $4,933-80.8% | $4,660-79.7% |
| Participant deferral / active EE | $3,487 | $8,428-58.6% | $8,070-56.8% | $6,688-47.9% |
| Admin fee / account holder | $90,716 | $15,044+503.0% | $12,998+597.9% | $13,397+577.1% |