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 6-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 | $12,981 | $81,248-84.0% | $155,509-91.7% | $80,856-83.9% |
| Participation rate | 15.2% | 66.2%-51.1pp | 78.2%-63.0pp | 67.6%-52.5pp |
| Annual return | 11.16% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $353 | $3,100-88.6% | $4,672-92.4% | $2,755-87.2% |
| Participant deferral / active EE | $1,000 | $3,452-71.0% | $5,626-82.2% | $4,296-76.7% |
| Admin fee / account holder | $5,458 | $7,997-31.8% | $15,912-65.7% | $6,918-21.1% |