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 | $21,079 | $107,334-80.4% | $92,893-77.3% | $152,861-86.2% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.0%-44.4pp | 82.4%-50.9pp |
| Annual return | 25.97% | 145.58%-119.6pp | 109.41%-83.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $13 | $4,221-99.7% | $3,653-99.6% | $4,762-99.7% |
| Participant deferral / active EE | $2,981 | $4,845-38.5% | $4,236-29.6% | $5,850-49.0% |
| Admin fee / account holder | $467 | $7,079-93.4% | $5,794-91.9% | $11,596-96.0% |