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 | $68,362 | $95,971-28.8% | $74,550-8.3% | $135,375-49.5% |
| Participation rate | 10.0% | 75.7%-65.7pp | 69.1%-59.1pp | 82.6%-72.6pp |
| Annual return | 0.82% | 56.96%-56.1pp | 32.53%-31.7pp | 519.73%-518.9pp |
| Employer contribution / active EE | $113 | $2,716-95.8% | $1,961-94.2% | $4,779-97.6% |
| Participant deferral / active EE | $1,082 | $3,843-71.8% | $3,108-65.2% | $5,609-80.7% |
| Admin fee / account holder | $478 | $6,522-92.7% | $5,060-90.6% | $10,827-95.6% |