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 | $21,073 | $91,190-76.9% | $178,490-88.2% | $79,858-73.6% |
| Participation rate | 14.3% | 69.2%-54.9pp | 81.9%-67.6pp | 69.6%-55.3pp |
| Annual return | 25.97% | 24.19%+1.8pp | 151.07%-125.1pp | 31.71%-5.7pp |
| Employer contribution / active EE | $352 | $3,256-89.2% | $5,011-93.0% | $2,471-85.8% |
| Participant deferral / active EE | $901 | $3,236-72.2% | $5,202-82.7% | $3,740-75.9% |
| Admin fee / account holder | $353 | $6,751-94.8% | $13,984-97.5% | $5,306-93.3% |