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 | $34,443 | $58,208-40.8% | $81,812-57.9% | $80,856-57.4% |
| Participation rate | 41.1% | 63.4%-22.3pp | 72.3%-31.2pp | 67.6%-26.5pp |
| Annual return | 14.25% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $179 | $2,340-92.3% | $2,912-93.8% | $2,755-93.5% |
| Participant deferral / active EE | $2,367 | $3,281-27.9% | $4,319-45.2% | $4,296-44.9% |
| Admin fee / account holder | $4,074 | $4,981-18.2% | $7,386-44.8% | $6,918-41.1% |