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 | $29,637 | $89,355-66.8% | $141,162-79.0% | $72,985-59.4% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 31.43% | 111.85%-80.4pp | 71.39%-40.0pp | 81.00%-49.6pp |
| Employer contribution / active EE | $155 | $3,114-95.0% | $4,735-96.7% | $2,440-93.7% |
| Participant deferral / active EE | $8,807 | $5,418+62.5% | $6,709+31.3% | $3,607+144.1% |
| Admin fee / account holder | $1,661 | $5,958-72.1% | $10,261-83.8% | $5,124-67.6% |