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 | $24,686 | $81,248-69.6% | $155,509-84.1% | $80,856-69.5% |
| Participation rate | 12.3% | 66.2%-53.9pp | 78.2%-65.9pp | 67.6%-55.3pp |
| Annual return | 16.79% | 33.31%-16.5pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $337 | $3,100-89.1% | $4,672-92.8% | $2,755-87.8% |
| Participant deferral / active EE | $1,234 | $3,452-64.3% | $5,626-78.1% | $4,296-71.3% |
| Admin fee / account holder | $10,997 | $7,997+37.5% | $15,912-30.9% | $6,918+59.0% |