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 | $44,718 | $55,415-19.3% | $155,509-71.2% | $74,495-40.0% |
| Participation rate | 26.7% | 61.9%-35.2pp | 78.2%-51.5pp | 67.2%-40.5pp |
| Annual return | 14.14% | 268.50%-254.4pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $126 | $2,267-94.4% | $4,672-97.3% | $2,623-95.2% |
| Participant deferral / active EE | $1,047 | $2,836-63.1% | $5,626-81.4% | $4,346-75.9% |
| Admin fee / account holder | $1,764 | $1,738+1.5% | $15,912-88.9% | $1,942-9.1% |