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 4-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 | $17,371 | $58,927-70.5% | $76,817-77.4% | $72,985-76.2% |
| Participation rate | 52.2% | 67.3%-15.2pp | 72.1%-19.9pp | 69.5%-17.3pp |
| Annual return | 19.97% | 2305.64%-2285.7pp | 1166.11%-1146.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $98 | $1,787-94.5% | $2,302-95.7% | $2,440-96.0% |
| Participant deferral / active EE | $1,817 | $2,690-32.5% | $3,336-45.5% | $3,607-49.6% |
| Admin fee / account holder | $1,096 | $4,013-72.7% | $6,420-82.9% | $5,124-78.6% |