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 | $87,166-90.6% | $76,735-89.3% | $137,256-94.0% |
| Participation rate | 45.5% | 74.4%-28.9pp | 69.5%-24.0pp | 80.0%-34.5pp |
| Annual return | 22.37% | 26.50%-4.1pp | 29.77%-7.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,572 | $4,726-66.7% | $4,088-61.5% | $6,407-75.5% |
| Admin fee / account holder | $404 | $8,403-95.2% | $7,189-94.4% | $12,270-96.7% |