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 | $9,244 | $37,426-75.3% | $77,482-88.1% | $79,858-88.4% |
| Participation rate | 18.9% | 41.5%-22.6pp | 54.2%-35.3pp | 69.6%-50.7pp |
| Annual return | 18.01% | 39.70%-21.7pp | 54.79%-36.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $792 | $1,260-37.1% | $1,861-57.4% | $3,740-78.8% |
| Admin fee / account holder | $555 | $2,504-77.8% | $2,858-80.6% | $5,306-89.5% |