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 | $29,444 | $51,175-42.5% | $70,515-58.2% | $75,163-60.8% |
| Participation rate | 10.3% | 60.9%-50.7pp | 68.3%-58.1pp | 67.2%-56.9pp |
| Annual return | 30.35% | 30.02%+0.3pp | 32.77%-2.4pp | 160.62%-130.3pp |
| Employer contribution / active EE | $235 | $1,826-87.1% | $2,973-92.1% | $2,670-91.2% |
| Participant deferral / active EE | $994 | $2,849-65.1% | $4,567-78.2% | $4,125-75.9% |
| Admin fee / account holder | $4,786 | $4,091+17.0% | $6,412-25.4% | $5,651-15.3% |