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 | $21,620 | $57,057-62.1% | $85,009-74.6% | $80,874-73.3% |
| Participation rate | 41.4% | 56.4%-15.0pp | 67.5%-26.1pp | 67.6%-26.3pp |
| Annual return | 14.49% | 21.66%-7.2pp | 66.47%-52.0pp | 35.62%-21.1pp |
| Employer contribution / active EE | $194 | $1,799-89.2% | $2,728-92.9% | $2,756-93.0% |
| Participant deferral / active EE | $2,717 | $3,112-12.7% | $4,522-39.9% | $4,297-36.8% |
| Admin fee / account holder | $1,705 | $4,986-65.8% | $6,153-72.3% | $6,935-75.4% |