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 | $36,575 | $63,346-42.3% | $92,233-60.3% | $70,131-47.8% |
| Participation rate | 42.6% | 68.7%-26.1pp | 76.5%-33.9pp | 69.5%-27.0pp |
| Annual return | 13.09% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $333 | $2,471-86.5% | $3,679-91.0% | $2,342-85.8% |
| Participant deferral / active EE | $1,156 | $2,854-59.5% | $3,897-70.3% | $3,332-65.3% |
| Admin fee / account holder | $2,417 | $3,840-37.1% | $5,194-53.5% | $4,645-48.0% |