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 | $7,570 | $37,426-79.8% | $77,482-90.2% | $79,858-90.5% |
| Participation rate | 28.8% | 41.5%-12.7pp | 54.2%-25.3pp | 69.6%-40.8pp |
| Annual return | 11.62% | 39.70%-28.1pp | 54.79%-43.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $42 | $637-93.4% | $986-95.7% | $2,471-98.3% |
| Participant deferral / active EE | $421 | $1,260-66.6% | $1,861-77.4% | $3,740-88.8% |
| Admin fee / account holder | $4,940 | $2,504+97.3% | $2,858+72.9% | $5,306-6.9% |