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 | $36,356 | $73,933-50.8% | $96,683-62.4% | $75,163-51.6% |
| Participation rate | 15.6% | 66.4%-50.8pp | 74.3%-58.7pp | 67.2%-51.6pp |
| Annual return | 29.15% | 26.70%+2.4pp | 35.69%-6.5pp | 160.62%-131.5pp |
| Employer contribution / active EE | $656 | $2,928-77.6% | $3,737-82.4% | $2,670-75.4% |
| Participant deferral / active EE | $1,868 | $3,659-49.0% | $4,878-61.7% | $4,125-54.7% |
| Admin fee / account holder | $533 | $5,216-89.8% | $6,730-92.1% | $5,651-90.6% |