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 5-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 | $20,864 | $77,899-73.2% | $149,673-86.1% | $75,163-72.2% |
| Participation rate | 22.8% | 65.6%-42.8pp | 78.8%-56.0pp | 67.2%-44.4pp |
| Annual return | 131.07% | 31.72%+99.4pp | 134.42%-3.3pp | 160.62%-29.5pp |
| Employer contribution / active EE | $359 | $3,137-88.5% | $4,818-92.5% | $2,670-86.5% |
| Participant deferral / active EE | $1,371 | $3,411-59.8% | $5,680-75.9% | $4,125-66.8% |
| Admin fee / account holder | $3,375 | $5,956-43.3% | $13,210-74.5% | $5,651-40.3% |