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 | $12,315 | $80,717-84.7% | $154,803-92.0% | $84,808-85.5% |
| Participation rate | 32.4% | 66.8%-34.4pp | 78.1%-45.6pp | 68.3%-35.9pp |
| Annual return | 18.27% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $295 | $2,761-89.3% | $4,305-93.2% | $2,631-88.8% |
| Participant deferral / active EE | $888 | $3,303-73.1% | $5,540-84.0% | $4,212-78.9% |
| Admin fee / account holder | $2,726 | $6,746-59.6% | $14,329-81.0% | $7,344-62.9% |