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 | $42,690 | $54,705-22.0% | $71,209-40.0% | $84,808-49.7% |
| Participation rate | 20.5% | 64.1%-43.6pp | 73.8%-53.2pp | 68.3%-47.8pp |
| Annual return | 121.95% | 35.90%+86.1pp | 282.51%-160.6pp | 40.90%+81.1pp |
| Employer contribution / active EE | $202 | $2,158-90.7% | $2,721-92.6% | $2,631-92.3% |
| Participant deferral / active EE | $977 | $3,030-67.8% | $4,175-76.6% | $4,212-76.8% |
| Admin fee / account holder | $405 | $4,863-91.7% | $5,349-92.4% | $7,344-94.5% |