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 | $28,153 | $49,922-43.6% | $80,569-65.1% | $75,163-62.5% |
| Participation rate | 29.3% | 55.3%-26.0pp | 67.0%-37.7pp | 67.2%-37.9pp |
| Annual return | 16.10% | 34.69%-18.6pp | 935.43%-919.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,389 | $2,990-53.6% | $4,447-68.8% | $4,125-66.3% |
| Admin fee / account holder | $1,121 | $3,577-68.7% | $5,377-79.1% | $5,651-80.2% |