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 4-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 | $15,515 | $80,717-80.8% | $154,803-90.0% | $84,808-81.7% |
| Participation rate | 12.5% | 66.8%-54.3pp | 78.1%-65.6pp | 68.3%-55.8pp |
| Annual return | 17.54% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $120 | $2,761-95.7% | $4,305-97.2% | $2,631-95.5% |
| Participant deferral / active EE | $913 | $3,303-72.4% | $5,540-83.5% | $4,212-78.3% |
| Admin fee / account holder | $31,537 | $6,746+367.5% | $14,329+120.1% | $7,344+329.4% |