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 | $73,799 | $201,272-63.3% | $184,203-59.9% | $145,922-49.4% |
| Participation rate | 22.2% | 87.5%-65.3pp | 86.8%-64.6pp | 80.3%-58.1pp |
| Annual return | 22.65% | 29.00%-6.3pp | 28.81%-6.2pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,447 | $7,022-79.4% | $6,427-77.5% | $4,660-69.0% |
| Participant deferral / active EE | $3,520 | $9,806-64.1% | $9,131-61.5% | $6,688-47.4% |
| Admin fee / account holder | $3,730 | $16,364-77.2% | $13,901-73.2% | $13,397-72.2% |