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 | $10,292 | $77,899-86.8% | $149,673-93.1% | $75,163-86.3% |
| Participation rate | 25.4% | 65.6%-40.2pp | 78.8%-53.3pp | 67.2%-41.8pp |
| Annual return | 23.19% | 31.72%-8.5pp | 134.42%-111.2pp | 160.62%-137.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,653 | $3,411-51.5% | $5,680-70.9% | $4,125-59.9% |
| Admin fee / account holder | $1,047 | $5,956-82.4% | $13,210-92.1% | $5,651-81.5% |