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 | $30,939 | $56,767-45.5% | $101,794-69.6% | $85,563-63.8% |
| Participation rate | 21.6% | 57.6%-36.0pp | 69.2%-47.6pp | 66.0%-44.4pp |
| Annual return | 24.49% | 17.76%+6.7pp | 30.53%-6.0pp | 31.51%-7.0pp |
| Employer contribution / active EE | $2 | $1,112-99.9% | $2,289-99.9% | $2,654-99.9% |
| Participant deferral / active EE | $1,527 | $2,720-43.8% | $4,084-62.6% | $4,375-65.1% |
| Admin fee / account holder | $2,599 | $1,098+136.7% | $8,777-70.4% | $834+211.6% |