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 | $31,875 | $80,717-60.5% | $154,803-79.4% | $84,808-62.4% |
| Participation rate | 28.4% | 66.8%-38.4pp | 78.1%-49.7pp | 68.3%-39.9pp |
| Annual return | 20.55% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $215 | $2,761-92.2% | $4,305-95.0% | $2,631-91.8% |
| Participant deferral / active EE | $1,221 | $3,303-63.0% | $5,540-78.0% | $4,212-71.0% |
| Admin fee / account holder | $3,369 | $6,746-50.1% | $14,329-76.5% | $7,344-54.1% |