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 | $19,456 | $53,516-63.6% | $126,539-84.6% | $84,808-77.1% |
| Participation rate | 32.4% | 58.2%-25.9pp | 69.8%-37.5pp | 68.3%-36.0pp |
| Annual return | 18.86% | 58.34%-39.5pp | 425.95%-407.1pp | 40.90%-22.0pp |
| Employer contribution / active EE | $237 | $1,535-84.5% | $3,674-93.5% | $2,631-91.0% |
| Participant deferral / active EE | $929 | $2,671-65.2% | $4,083-77.2% | $4,212-77.9% |
| Admin fee / account holder | $1,423 | $4,497-68.4% | $6,065-76.5% | $7,344-80.6% |