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 | $16,532 | $51,604-68.0% | $129,295-87.2% | $80,874-79.6% |
| Participation rate | 30.1% | 57.0%-26.8pp | 69.6%-39.5pp | 67.6%-37.5pp |
| Annual return | 13.71% | 20.76%-7.1pp | 9429.28%-9415.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $35 | $1,585-97.8% | $4,157-99.2% | $2,756-98.7% |
| Participant deferral / active EE | $894 | $2,670-66.5% | $4,169-78.6% | $4,297-79.2% |
| Admin fee / account holder | $3,915 | $4,310-9.2% | $7,665-48.9% | $6,935-43.5% |