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 | $12,223 | $105,126-88.4% | $94,646-87.1% | $139,434-91.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 22.33% | 38.03%-15.7pp | 156.71%-134.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $412 | $4,106-90.0% | $3,672-88.8% | $4,751-91.3% |
| Participant deferral / active EE | $4,809 | $7,599-36.7% | $7,418-35.2% | $6,710-28.3% |
| Admin fee / account holder | $1,287 | $8,984-85.7% | $7,231-82.2% | $11,403-88.7% |