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 | $21,770 | $138,065-84.2% | $123,544-82.4% | $135,375-83.9% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | 96.65% | 153.68%-57.0pp | 119.20%-22.5pp | 519.73%-423.1pp |
| Employer contribution / active EE | $766 | $5,151-85.1% | $4,628-83.5% | $4,779-84.0% |
| Participant deferral / active EE | $4,873 | $6,799-28.3% | $6,426-24.2% | $5,609-13.1% |
| Admin fee / account holder | $436 | $10,916-96.0% | $9,284-95.3% | $10,827-96.0% |