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 | $8,181 | $95,266-91.4% | $82,389-90.1% | $142,382-94.3% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.5%-24.1pp | 80.1%-34.7pp |
| Annual return | 22.37% | 25.74%-3.4pp | 28.67%-6.3pp | 217.08%-194.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,572 | $4,809-67.3% | $4,155-62.2% | $6,507-75.8% |
| Admin fee / account holder | $404 | $8,563-95.3% | $7,231-94.4% | $12,624-96.8% |