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 | $23,522 | $112,096-79.0% | $95,952-75.5% | $158,922-85.2% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 14.66% | 171.09%-156.4pp | 91.61%-77.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $428 | $3,198-86.6% | $2,541-83.2% | $4,761-91.0% |
| Participant deferral / active EE | $1,894 | $4,784-60.4% | $4,167-54.5% | $5,982-68.3% |
| Admin fee / account holder | $445 | $10,130-95.6% | $6,795-93.5% | $11,246-96.0% |