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 | $36,998 | $140,800-73.7% | $89,340-58.6% | $79,634-53.5% |
| Participation rate | 9.3% | 61.9%-52.6pp | 69.6%-60.2pp | 62.5%-53.2pp |
| Annual return | 14.84% | 17.84%-3.0pp | 20.57%-5.7pp | 36.46%-21.6pp |
| Employer contribution / active EE | $69 | $2,021-96.6% | $2,231-96.9% | $2,529-97.3% |
| Participant deferral / active EE | $995 | $3,219-69.1% | $3,823-74.0% | $3,835-74.1% |
| Admin fee / account holder | $3,562 | $1,610+121.2% | $6,704-46.9% | $1,002+255.6% |