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 | $7,247 | $116,167-93.8% | $64,489-88.8% | $137,256-94.7% |
| Participation rate | 45.5% | 68.2%-22.7pp | 67.7%-22.2pp | 80.0%-34.5pp |
| Annual return | 20.26% | 36.55%-16.3pp | 55.03%-34.8pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $995 | $4,215-76.4% | $2,778-64.2% | $6,407-84.5% |
| Admin fee / account holder | $669 | $6,188-89.2% | $4,260-84.3% | $12,270-94.5% |