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 | $52,330 | $77,164-32.2% | $178,014-70.6% | $80,874-35.3% |
| Participation rate | 54.3% | 65.7%-11.4pp | 77.1%-22.8pp | 67.6%-13.4pp |
| Annual return | 12.60% | 18.09%-5.5pp | 294.80%-282.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $168 | $2,288-92.6% | $3,950-95.7% | $2,756-93.9% |
| Participant deferral / active EE | $2,296 | $4,408-47.9% | $6,276-63.4% | $4,297-46.6% |
| Admin fee / account holder | $5,967 | $7,164-16.7% | $10,362-42.4% | $6,935-14.0% |