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 | $28,131 | $112,881-75.1% | $90,951-69.1% | $158,922-82.3% |
| Participation rate | 27.3% | 74.7%-47.5pp | 69.0%-41.7pp | 82.0%-54.7pp |
| Annual return | 13.20% | 215.79%-202.6pp | 134.60%-121.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $360 | $2,893-87.6% | $2,122-83.0% | $4,761-92.4% |
| Participant deferral / active EE | $1,049 | $4,128-74.6% | $3,373-68.9% | $5,982-82.5% |
| Admin fee / account holder | $1,301 | $8,041-83.8% | $5,959-78.2% | $11,246-88.4% |