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 | $34,597 | $77,314-55.3% | $177,989-80.6% | $80,856-57.2% |
| Participation rate | 15.2% | 65.7%-50.5pp | 77.1%-61.9pp | 67.6%-52.4pp |
| Annual return | 14.60% | 18.09%-3.5pp | 294.48%-279.9pp | 35.59%-21.0pp |
| Employer contribution / active EE | $473 | $2,292-79.4% | $3,949-88.0% | $2,755-82.8% |
| Participant deferral / active EE | $1,686 | $4,411-61.8% | $6,276-73.1% | $4,296-60.7% |
| Admin fee / account holder | $4,974 | $7,191-30.8% | $10,363-52.0% | $6,918-28.1% |