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 8-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 | $5,705 | $54,705-89.6% | $71,209-92.0% | $84,808-93.3% |
| Participation rate | 31.9% | 64.1%-32.2pp | 73.8%-41.8pp | 68.3%-36.4pp |
| Annual return | 15.35% | 35.90%-20.5pp | 282.51%-267.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $237 | $2,158-89.0% | $2,721-91.3% | $2,631-91.0% |
| Participant deferral / active EE | $935 | $3,030-69.2% | $4,175-77.6% | $4,212-77.8% |
| Admin fee / account holder | $1,303 | $4,863-73.2% | $5,349-75.6% | $7,344-82.3% |