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 | $27,071 | $77,314-65.0% | $177,989-84.8% | $80,856-66.5% |
| Participation rate | 28.0% | 65.7%-37.7pp | 77.1%-49.1pp | 67.6%-39.7pp |
| Annual return | 13.53% | 18.09%-4.6pp | 294.48%-281.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $183 | $2,292-92.0% | $3,949-95.4% | $2,755-93.4% |
| Participant deferral / active EE | $1,709 | $4,411-61.3% | $6,276-72.8% | $4,296-60.2% |
| Admin fee / account holder | $351 | $7,191-95.1% | $10,363-96.6% | $6,918-94.9% |