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 | $36,531 | $106,515-65.7% | $96,683-62.2% | $139,434-73.8% |
| Participation rate | 19.0% | 77.8%-58.8pp | 74.3%-55.3pp | 80.3%-61.3pp |
| Annual return | 14.57% | 38.43%-23.9pp | 35.69%-21.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $121 | $4,103-97.1% | $3,737-96.8% | $4,751-97.5% |
| Participant deferral / active EE | $1,961 | $5,454-64.0% | $4,878-59.8% | $6,710-70.8% |
| Admin fee / account holder | $2,180 | $7,877-72.3% | $6,730-67.6% | $11,403-80.9% |