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 8-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 | $25,390 | $83,902-69.7% | $167,512-84.8% | $84,808-70.1% |
| Participation rate | 53.8% | 66.5%-12.6pp | 77.1%-23.2pp | 68.3%-14.5pp |
| Annual return | 16.65% | 91.55%-74.9pp | 1615.79%-1599.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $406 | $2,264-82.1% | $3,882-89.5% | $2,631-84.6% |
| Participant deferral / active EE | $1,624 | $4,442-63.4% | $6,405-74.6% | $4,212-61.4% |
| Admin fee / account holder | $1,599 | $7,915-79.8% | $9,769-83.6% | $7,344-78.2% |