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 7-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 | $19,688 | $61,605-68.0% | $112,229-82.5% | $75,163-73.8% |
| Participation rate | 43.4% | 61.7%-18.3pp | 72.4%-29.1pp | 67.2%-23.8pp |
| Annual return | 12.81% | 28.47%-15.7pp | 30.20%-17.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $250 | $2,015-87.6% | $3,430-92.7% | $2,670-90.6% |
| Participant deferral / active EE | $1,125 | $3,108-63.8% | $4,798-76.6% | $4,125-72.7% |
| Admin fee / account holder | $2,461 | $4,862-49.4% | $7,748-68.2% | $5,651-56.5% |