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 | $18,310 | $175,202-89.5% | $149,673-87.8% | $139,434-86.9% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 11.83% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $93 | $5,474-98.3% | $4,818-98.1% | $4,751-98.0% |
| Participant deferral / active EE | $3,092 | $6,519-52.6% | $5,680-45.6% | $6,710-53.9% |
| Admin fee / account holder | $1,116 | $16,150-93.1% | $13,210-91.6% | $11,403-90.2% |