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 | $19,272 | $56,053-65.6% | $75,972-74.6% | $80,856-76.2% |
| Participation rate | 48.3% | 62.0%-13.7pp | 69.1%-20.7pp | 67.6%-19.3pp |
| Annual return | 13.12% | 20.53%-7.4pp | 359.55%-346.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $202 | $1,874-89.2% | $2,685-92.5% | $2,755-92.7% |
| Participant deferral / active EE | $1,347 | $3,052-55.9% | $4,255-68.3% | $4,296-68.6% |
| Admin fee / account holder | $1,844 | $5,234-64.8% | $6,467-71.5% | $6,918-73.3% |