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 | $29,918 | $73,933-59.5% | $96,683-69.1% | $75,163-60.2% |
| Participation rate | 52.9% | 66.4%-13.5pp | 74.3%-21.4pp | 67.2%-14.3pp |
| Annual return | 17.20% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $7 | $2,928-99.8% | $3,737-99.8% | $2,670-99.8% |
| Participant deferral / active EE | $2,170 | $3,659-40.7% | $4,878-55.5% | $4,125-47.4% |
| Admin fee / account holder | $766 | $5,216-85.3% | $6,730-88.6% | $5,651-86.4% |