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 | $38,079 | $53,165-28.4% | $86,188-55.8% | $74,419-48.8% |
| Participation rate | 31.6% | 64.9%-33.3pp | 69.0%-37.4pp | 70.7%-39.1pp |
| Annual return | 18.17% | 22.64%-4.5pp | 1168.45%-1150.3pp | 34.38%-16.2pp |
| Employer contribution / active EE | $143 | $1,210-88.1% | $2,380-94.0% | $2,637-94.6% |
| Participant deferral / active EE | $1,517 | $3,234-53.1% | $3,985-61.9% | $4,528-66.5% |
| Admin fee / account holder | $1,990 | $551+261.0% | $6,852-70.9% | $348+472.2% |