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 | $30,143 | $77,314-61.0% | $177,989-83.1% | $80,856-62.7% |
| Participation rate | 38.5% | 65.7%-27.2pp | 77.1%-38.6pp | 67.6%-29.2pp |
| Annual return | 17.48% | 18.09%-0.6pp | 294.48%-277.0pp | 35.59%-18.1pp |
| Employer contribution / active EE | $25 | $2,292-98.9% | $3,949-99.4% | $2,755-99.1% |
| Participant deferral / active EE | $1,679 | $4,411-61.9% | $6,276-73.2% | $4,296-60.9% |
| Admin fee / account holder | $2,495 | $7,191-65.3% | $10,363-75.9% | $6,918-63.9% |