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 3-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 | $18,702 | $49,915-62.5% | $154,803-87.9% | $74,304-74.8% |
| Participation rate | 13.7% | 54.0%-40.3pp | 78.1%-64.4pp | 60.3%-46.7pp |
| Annual return | 20.74% | 34.06%-13.3pp | 58.88%-38.1pp | 29.43%-8.7pp |
| Employer contribution / active EE | $191 | $1,611-88.2% | $4,305-95.6% | $2,241-91.5% |
| Participant deferral / active EE | $752 | $2,255-66.7% | $5,540-86.4% | $3,767-80.0% |
| Admin fee / account holder | $807 | $2,189-63.1% | $14,329-94.4% | $2,969-72.8% |