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 7-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 | $17,855 | $54,762-67.4% | $90,281-80.2% | $72,985-75.5% |
| Participation rate | 58.9% | 65.1%-6.2pp | 73.3%-14.3pp | 69.5%-10.6pp |
| Annual return | 31.48% | 30.63%+0.8pp | 78.10%-46.6pp | 81.00%-49.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,835 | $2,887-36.5% | $3,885-52.8% | $3,607-49.1% |
| Admin fee / account holder | $1,270 | $3,972-68.0% | $5,351-76.3% | $5,124-75.2% |