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 | $21,716 | $107,934-79.9% | $91,989-76.4% | $152,861-85.8% |
| Participation rate | 45.8% | 81.2%-35.3pp | 78.6%-32.8pp | 82.4%-36.6pp |
| Annual return | 25.30% | 89.24%-63.9pp | 69.02%-43.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,464 | $6,364-29.9% | $5,923-24.6% | $5,850-23.7% |
| Admin fee / account holder | $950 | $10,520-91.0% | $7,743-87.7% | $11,596-91.8% |