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 | $11,561 | $48,230-76.0% | $67,502-82.9% | $80,856-85.7% |
| Participation rate | 41.7% | 66.4%-24.7pp | 72.9%-31.2pp | 67.6%-26.0pp |
| Annual return | 12.74% | 18.28%-5.5pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $308 | $2,020-84.8% | $2,731-88.7% | $2,755-88.8% |
| Participant deferral / active EE | $822 | $2,924-71.9% | $4,000-79.5% | $4,296-80.9% |
| Admin fee / account holder | $2,219 | $3,681-39.7% | $3,998-44.5% | $6,918-67.9% |