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 5-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 | $24,202 | $56,053-56.8% | $75,972-68.1% | $80,856-70.1% |
| Participation rate | 14.1% | 62.0%-47.9pp | 69.1%-54.9pp | 67.6%-53.5pp |
| Annual return | 15.18% | 20.53%-5.4pp | 359.55%-344.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $81 | $1,874-95.7% | $2,685-97.0% | $2,755-97.1% |
| Participant deferral / active EE | $1,176 | $3,052-61.4% | $4,255-72.4% | $4,296-72.6% |
| Admin fee / account holder | $3,094 | $5,234-40.9% | $6,467-52.2% | $6,918-55.3% |