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 | $37,404 | $72,400-48.3% | $67,502-44.6% | $145,922-74.4% |
| Participation rate | 65.0% | 76.9%-11.9pp | 72.9%-7.9pp | 80.3%-15.3pp |
| Annual return | 10.34% | 7182.46%-7172.1pp | 3512.12%-3501.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $177 | $3,069-94.2% | $2,731-93.5% | $4,660-96.2% |
| Participant deferral / active EE | $2,763 | $4,783-42.2% | $4,000-30.9% | $6,688-58.7% |
| Admin fee / account holder | $3,834 | $5,539-30.8% | $3,998-4.1% | $13,397-71.4% |