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 | $34,357 | $202,318-83.0% | $172,739-80.1% | $152,861-77.5% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.4%-37.0pp |
| Annual return | 14.29% | 1029.65%-1015.4pp | 802.84%-788.6pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,214 | $5,856-79.3% | $5,143-76.4% | $4,762-74.5% |
| Participant deferral / active EE | $2,652 | $5,948-55.4% | $5,198-49.0% | $5,850-54.7% |
| Admin fee / account holder | $15,321 | $17,109-10.5% | $13,954+9.8% | $11,596+32.1% |