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 | $23,584 | $73,933-68.1% | $96,683-75.6% | $75,163-68.6% |
| Participation rate | 38.7% | 66.4%-27.7pp | 74.3%-35.6pp | 67.2%-28.5pp |
| Annual return | 15.55% | 26.70%-11.2pp | 35.69%-20.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $684 | $2,928-76.6% | $3,737-81.7% | $2,670-74.4% |
| Participant deferral / active EE | $1,800 | $3,659-50.8% | $4,878-63.1% | $4,125-56.4% |
| Admin fee / account holder | $7,948 | $5,216+52.4% | $6,730+18.1% | $5,651+40.7% |