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 | $31,855 | $81,625-61.0% | $167,512-81.0% | $74,304-57.1% |
| Participation rate | 31.7% | 60.0%-28.3pp | 77.1%-45.3pp | 60.3%-28.6pp |
| Annual return | 19.79% | 26.09%-6.3pp | 1615.79%-1596.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $208 | $2,010-89.6% | $3,882-94.6% | $2,241-90.7% |
| Participant deferral / active EE | $1,650 | $4,115-59.9% | $6,405-74.2% | $3,767-56.2% |
| Admin fee / account holder | $2,430 | $3,474-30.1% | $9,769-75.1% | $2,969-18.1% |