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 8-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 | $51,662 | $77,813-33.6% | $123,544-58.2% | $64,186-19.5% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | 1.80% | 12.48%-10.7pp | 119.20%-117.4pp | 7.63%-5.8pp |
| Employer contribution / active EE | $6 | $3,014-99.8% | $4,628-99.9% | $2,381-99.8% |
| Participant deferral / active EE | $3,493 | $5,240-33.3% | $6,426-45.6% | $3,470+0.7% |
| Admin fee / account holder | $659 | $5,519-88.1% | $9,284-92.9% | $4,888-86.5% |