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 7-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 | $16,005 | $58,879-72.8% | $178,490-91.0% | $73,488-78.2% |
| Participation rate | 36.1% | 66.2%-30.1pp | 81.9%-45.8pp | 70.7%-34.6pp |
| Annual return | 27.29% | 24.86%+2.4pp | 151.07%-123.8pp | 28.51%-1.2pp |
| Employer contribution / active EE | $218 | $2,236-90.3% | $5,011-95.7% | $2,270-90.4% |
| Participant deferral / active EE | $1,802 | $2,567-29.8% | $5,202-65.4% | $3,740-51.8% |
| Admin fee / account holder | $558 | $400+39.5% | $13,984-96.0% | $513+8.8% |