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 | $36,816 | $61,272-39.9% | $149,673-75.4% | $71,457-48.5% |
| Participation rate | 32.1% | 62.5%-30.4pp | 78.8%-46.7pp | 67.9%-35.8pp |
| Annual return | 13.25% | 35.85%-22.6pp | 134.42%-121.2pp | 28.85%-15.6pp |
| Employer contribution / active EE | $156 | $2,378-93.5% | $4,818-96.8% | $2,588-94.0% |
| Participant deferral / active EE | $1,317 | $2,917-54.8% | $5,680-76.8% | $4,289-69.3% |
| Admin fee / account holder | $1,873 | $1,261+48.5% | $13,210-85.8% | $1,587+18.0% |