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 | $39,597 | $209,411-81.1% | $178,490-77.8% | $158,922-75.1% |
| Participation rate | 12.5% | 86.3%-73.8pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | 15.11% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $232 | $5,706-95.9% | $5,011-95.4% | $4,761-95.1% |
| Participant deferral / active EE | $6,669 | $5,954+12.0% | $5,202+28.2% | $5,982+11.5% |
| Admin fee / account holder | $527 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |