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 | $46,528 | $53,053-12.3% | $126,539-63.2% | $74,304-37.4% |
| Participation rate | 15.1% | 48.0%-33.0pp | 69.8%-54.7pp | 60.3%-45.3pp |
| Annual return | 20.35% | 29.46%-9.1pp | 425.95%-405.6pp | 29.43%-9.1pp |
| Employer contribution / active EE | $39 | $1,168-96.6% | $3,674-98.9% | $2,241-98.3% |
| Participant deferral / active EE | $1,360 | $2,303-41.0% | $4,083-66.7% | $3,767-63.9% |
| Admin fee / account holder | $409 | $3,698-88.9% | $6,065-93.3% | $2,969-86.2% |