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 | $17,637 | $84,696-79.2% | $75,696-76.7% | $167,490-89.5% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.8%-22.7pp | 82.1%-29.9pp |
| Annual return | 13.84% | 199.36%-185.5pp | 104.53%-90.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $192 | $3,230-94.1% | $2,743-93.0% | $4,837-96.0% |
| Participant deferral / active EE | $2,012 | $4,580-56.1% | $3,821-47.4% | $6,341-68.3% |
| Admin fee / account holder | $1,036 | $5,355-80.7% | $3,619-71.4% | $12,309-91.6% |