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 | $31,139 | $46,553-33.1% | $64,056-51.4% | $75,163-58.6% |
| Participation rate | 35.6% | 65.9%-30.4pp | 72.3%-36.7pp | 67.2%-31.6pp |
| Annual return | 16.18% | 26.03%-9.8pp | 33.69%-17.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $163 | $1,974-91.7% | $2,747-94.0% | $2,670-93.9% |
| Participant deferral / active EE | $2,916 | $2,837+2.8% | $3,880-24.9% | $4,125-29.3% |
| Admin fee / account holder | $377 | $2,952-87.2% | $3,068-87.7% | $5,651-93.3% |