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 7-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 | $23,933 | $50,982-53.1% | $154,803-84.5% | $85,563-72.0% |
| Participation rate | 30.3% | 59.8%-29.5pp | 78.1%-47.8pp | 66.0%-35.7pp |
| Annual return | 28.90% | 30.35%-1.5pp | 58.88%-30.0pp | 31.51%-2.6pp |
| Employer contribution / active EE | $30 | $1,708-98.2% | $4,305-99.3% | $2,654-98.9% |
| Participant deferral / active EE | $1,343 | $2,474-45.7% | $5,540-75.8% | $4,375-69.3% |
| Admin fee / account holder | $392 | $846-53.6% | $14,329-97.3% | $834-53.0% |