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 | $22,072 | $76,407-71.1% | $150,298-85.3% | $82,448-73.2% |
| Participation rate | 31.0% | 66.4%-35.4pp | 77.8%-46.8pp | 68.1%-37.1pp |
| Annual return | 33.59% | 39.99%-6.4pp | 62.79%-29.2pp | 41.64%-8.1pp |
| Employer contribution / active EE | $130 | $2,614-95.0% | $4,154-96.9% | $2,551-94.9% |
| Participant deferral / active EE | $1,112 | $3,214-65.4% | $5,453-79.6% | $4,139-73.1% |
| Admin fee / account holder | $1,030 | $6,352-83.8% | $14,116-92.7% | $7,234-85.8% |