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 4-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 | $26,315 | $54,705-51.9% | $71,209-63.0% | $84,808-69.0% |
| Participation rate | 22.9% | 64.1%-41.2pp | 73.8%-50.9pp | 68.3%-45.5pp |
| Annual return | 19.28% | 35.90%-16.6pp | 282.51%-263.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,907 | $3,030-37.1% | $4,175-54.3% | $4,212-54.7% |
| Admin fee / account holder | $411 | $4,863-91.5% | $5,349-92.3% | $7,344-94.4% |