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 | $33,450 | $54,705-38.9% | $71,209-53.0% | $84,808-60.6% |
| Participation rate | 21.9% | 64.1%-42.2pp | 73.8%-51.9pp | 68.3%-46.4pp |
| Annual return | 19.24% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $8 | $2,158-99.6% | $2,721-99.7% | $2,631-99.7% |
| Participant deferral / active EE | $1,160 | $3,030-61.7% | $4,175-72.2% | $4,212-72.4% |
| Admin fee / account holder | $488 | $4,863-90.0% | $5,349-90.9% | $7,344-93.4% |