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 | $37,797 | $102,616-63.2% | $81,983-53.9% | $158,922-76.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 18.17% | 61.04%-42.9pp | 41.31%-23.1pp | 302.83%-284.7pp |
| Employer contribution / active EE | $27 | $3,240-99.2% | $2,498-98.9% | $4,761-99.4% |
| Participant deferral / active EE | $1,350 | $4,648-71.0% | $3,722-63.7% | $5,982-77.4% |
| Admin fee / account holder | $344 | $8,235-95.8% | $5,664-93.9% | $11,246-96.9% |