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 | $14,862 | $79,694-81.4% | $96,139-84.5% | $79,386-81.3% |
| Participation rate | 33.3% | 54.0%-20.6pp | 68.4%-35.1pp | 70.7%-37.4pp |
| Annual return | 18.10% | 40.84%-22.7pp | 191.94%-173.8pp | 116.85%-98.8pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,683 | $2,539-33.7% | $4,349-61.3% | $4,046-58.4% |
| Admin fee / account holder | $1,065 | $630+69.0% | $5,537-80.8% | $626+70.0% |