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 | $14,658 | $58,208-74.8% | $81,812-82.1% | $80,856-81.9% |
| Participation rate | 24.7% | 63.4%-38.7pp | 72.3%-47.6pp | 67.6%-42.9pp |
| Annual return | 14.31% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $282 | $2,340-87.9% | $2,912-90.3% | $2,755-89.7% |
| Participant deferral / active EE | $867 | $3,281-73.6% | $4,319-79.9% | $4,296-79.8% |
| Admin fee / account holder | $1,268 | $4,981-74.5% | $7,386-82.8% | $6,918-81.7% |