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 | $23,394 | $56,317-58.5% | $71,209-67.1% | $74,304-68.5% |
| Participation rate | 17.4% | 55.1%-37.7pp | 73.8%-56.3pp | 60.3%-42.9pp |
| Annual return | 17.77% | 42.83%-25.1pp | 282.51%-264.7pp | 29.43%-11.7pp |
| Employer contribution / active EE | $188 | $2,160-91.3% | $2,721-93.1% | $2,241-91.6% |
| Participant deferral / active EE | $743 | $2,788-73.4% | $4,175-82.2% | $3,767-80.3% |
| Admin fee / account holder | $2,246 | $2,290-1.9% | $5,349-58.0% | $2,969-24.3% |