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 8-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 | $58,687 | $165,335-64.5% | $149,696-60.8% | $158,922-63.1% |
| Participation rate | 16.7% | 84.6%-67.9pp | 82.5%-65.8pp | 82.0%-65.3pp |
| Annual return | 17.41% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $587 | $5,103-88.5% | $4,644-87.4% | $4,761-87.7% |
| Participant deferral / active EE | $3,325 | $7,181-53.7% | $6,842-51.4% | $5,982-44.4% |
| Admin fee / account holder | $401 | $10,807-96.3% | $9,309-95.7% | $11,246-96.4% |