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 | $19,390 | $61,272-68.4% | $149,673-87.0% | $71,457-72.9% |
| Participation rate | 36.2% | 62.5%-26.3pp | 78.8%-42.5pp | 67.9%-31.7pp |
| Annual return | 15.33% | 35.85%-20.5pp | 134.42%-119.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $66 | $2,378-97.2% | $4,818-98.6% | $2,588-97.4% |
| Participant deferral / active EE | $1,601 | $2,917-45.1% | $5,680-71.8% | $4,289-62.7% |
| Admin fee / account holder | $2,880 | $1,261+128.3% | $13,210-78.2% | $1,587+81.4% |