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 | $32,416 | $112,881-71.3% | $90,951-64.4% | $158,922-79.6% |
| Participation rate | 47.6% | 74.7%-27.1pp | 69.0%-21.4pp | 82.0%-34.3pp |
| Annual return | 16.39% | 215.79%-199.4pp | 134.60%-118.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,611 | $4,128-12.5% | $3,373+7.1% | $5,982-39.6% |
| Admin fee / account holder | $965 | $8,041-88.0% | $5,959-83.8% | $11,246-91.4% |