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 6-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 | $20,474 | $27,839-26.5% | $58,482-65.0% | $71,457-71.3% |
| Participation rate | 7.8% | 34.5%-26.8pp | 50.9%-43.1pp | 67.9%-60.1pp |
| Annual return | 19.84% | 26.81%-7.0pp | 4239.32%-4219.5pp | 28.85%-9.0pp |
| Employer contribution / active EE | $56 | $631-91.1% | $1,053-94.7% | $2,588-97.8% |
| Participant deferral / active EE | $290 | $1,206-76.0% | $1,924-84.9% | $4,289-93.2% |
| Admin fee / account holder | $2,221 | $1,641+35.4% | $2,516-11.7% | $1,587+39.9% |