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 | $36,000 | $47,479-24.2% | $62,929-42.8% | $82,448-56.3% |
| Participation rate | 53.4% | 66.9%-13.4pp | 73.1%-19.7pp | 68.1%-14.6pp |
| Annual return | 11.65% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $314 | $1,885-83.4% | $2,505-87.5% | $2,551-87.7% |
| Participant deferral / active EE | $812 | $2,870-71.7% | $3,888-79.1% | $4,139-80.4% |
| Admin fee / account holder | $1,817 | $3,804-52.2% | $5,065-64.1% | $7,234-74.9% |