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 | $83,262 | $60,124+38.5% | $90,404-7.9% | $79,858+4.3% |
| Participation rate | 35.1% | 65.0%-29.8pp | 72.7%-37.5pp | 69.6%-34.5pp |
| Annual return | 15.06% | 71.94%-56.9pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $177 | $2,068-91.4% | $3,262-94.6% | $2,471-92.8% |
| Participant deferral / active EE | $1,419 | $2,938-51.7% | $3,963-64.2% | $3,740-62.0% |
| Admin fee / account holder | $1,945 | $3,976-51.1% | $5,611-65.3% | $5,306-63.4% |