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 | $16,010 | $106,515-85.0% | $96,683-83.4% | $139,434-88.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.77% | 38.43%-19.7pp | 35.69%-16.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $762 | $4,103-81.4% | $3,737-79.6% | $4,751-84.0% |
| Participant deferral / active EE | $1,968 | $5,454-63.9% | $4,878-59.7% | $6,710-70.7% |
| Admin fee / account holder | $1,086 | $7,877-86.2% | $6,730-83.9% | $11,403-90.5% |