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 | $18,015 | $105,931-83.0% | $81,930-78.0% | $158,922-88.7% |
| Participation rate | 42.1% | 75.6%-33.5pp | 72.0%-29.9pp | 82.0%-39.9pp |
| Annual return | 25.40% | 38.17%-12.8pp | 29.49%-4.1pp | 302.83%-277.4pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,816 | $13,003-70.7% | $7,107-46.3% | $5,982-36.2% |
| Admin fee / account holder | $393 | $8,489-95.4% | $5,158-92.4% | $11,246-96.5% |