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 | $22,344 | $77,813-71.3% | $123,544-81.9% | $64,186-65.2% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.3%-22.3pp | 69.6%-9.6pp |
| Annual return | 44.65% | 12.48%+32.2pp | 119.20%-74.5pp | 7.63%+37.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,565 | $5,240-51.1% | $6,426-60.1% | $3,470-26.1% |
| Admin fee / account holder | $564 | $5,519-89.8% | $9,284-93.9% | $4,888-88.5% |