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 | $24,839 | $89,355-72.2% | $141,162-82.4% | $72,985-66.0% |
| Participation rate | 29.8% | 75.1%-45.3pp | 82.5%-52.6pp | 69.5%-39.7pp |
| Annual return | 48.05% | 111.85%-63.8pp | 71.39%-23.3pp | 81.00%-33.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,821 | $5,418-47.9% | $6,709-57.9% | $3,607-21.8% |
| Admin fee / account holder | $804 | $5,958-86.5% | $10,261-92.2% | $5,124-84.3% |