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 | $22,885 | $105,931-78.4% | $81,930-72.1% | $158,922-85.6% |
| Participation rate | 52.2% | 75.6%-23.4pp | 72.0%-19.8pp | 82.0%-29.8pp |
| Annual return | 7.93% | 38.17%-30.2pp | 29.49%-21.6pp | 302.83%-294.9pp |
| Employer contribution / active EE | $52 | $7,800-99.3% | $4,310-98.8% | $4,761-98.9% |
| Participant deferral / active EE | $1,195 | $13,003-90.8% | $7,107-83.2% | $5,982-80.0% |
| Admin fee / account holder | $8,147 | $8,489-4.0% | $5,158+58.0% | $11,246-27.6% |