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 | $34,141 | $45,343-24.7% | $150,298-77.3% | $67,986-49.8% |
| Participation rate | 8.9% | 51.9%-42.9pp | 77.8%-68.8pp | 57.2%-48.3pp |
| Annual return | 12.31% | 33.28%-21.0pp | 62.79%-50.5pp | 31.67%-19.4pp |
| Employer contribution / active EE | $135 | $1,462-90.7% | $4,154-96.7% | $2,019-93.3% |
| Participant deferral / active EE | $642 | $2,055-68.7% | $5,453-88.2% | $3,358-80.9% |
| Admin fee / account holder | $2,143 | $2,250-4.8% | $14,116-84.8% | $3,203-33.1% |