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 | $16,431 | $102,616-84.0% | $81,983-80.0% | $158,922-89.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 21.20% | 61.04%-39.8pp | 41.31%-20.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $423 | $3,240-87.0% | $2,498-83.1% | $4,761-91.1% |
| Participant deferral / active EE | $2,441 | $4,648-47.5% | $3,722-34.4% | $5,982-59.2% |
| Admin fee / account holder | $1,505 | $8,235-81.7% | $5,664-73.4% | $11,246-86.6% |