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 | $41,957 | $56,053-25.1% | $75,972-44.8% | $80,856-48.1% |
| Participation rate | 34.5% | 62.0%-27.6pp | 69.1%-34.6pp | 67.6%-33.2pp |
| Annual return | 11.31% | 20.53%-9.2pp | 359.55%-348.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $241 | $1,874-87.1% | $2,685-91.0% | $2,755-91.2% |
| Participant deferral / active EE | $2,322 | $3,052-23.9% | $4,255-45.4% | $4,296-45.9% |
| Admin fee / account holder | $27,529 | $5,234+426.0% | $6,467+325.7% | $6,918+297.9% |