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 | $12,073 | $59,101-79.6% | $77,163-84.4% | $75,163-83.9% |
| Participation rate | 37.5% | 63.9%-26.4pp | 69.6%-32.1pp | 67.2%-29.7pp |
| Annual return | 22.20% | 26.71%-4.5pp | 37.87%-15.7pp | 160.62%-138.4pp |
| Employer contribution / active EE | $204 | $1,995-89.8% | $2,535-92.0% | $2,670-92.4% |
| Participant deferral / active EE | $1,051 | $2,999-65.0% | $3,833-72.6% | $4,125-74.5% |
| Admin fee / account holder | $353 | $4,774-92.6% | $5,472-93.6% | $5,651-93.8% |