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 9-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 | $33,193 | $55,415-40.1% | $155,509-78.7% | $74,495-55.4% |
| Participation rate | 34.0% | 61.9%-27.9pp | 78.2%-44.2pp | 67.2%-33.2pp |
| Annual return | 15.31% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $212 | $2,267-90.6% | $4,672-95.5% | $2,623-91.9% |
| Participant deferral / active EE | $2,057 | $2,836-27.5% | $5,626-63.4% | $4,346-52.7% |
| Admin fee / account holder | $566 | $1,738-67.4% | $15,912-96.4% | $1,942-70.8% |