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 | $25,422 | $74,888-66.1% | $71,209-64.3% | $142,382-82.1% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.1%-57.9pp |
| Annual return | 21.79% | 345.14%-323.3pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $341 | $2,854-88.0% | $2,721-87.5% | $4,299-92.1% |
| Participant deferral / active EE | $692 | $4,454-84.5% | $4,175-83.4% | $6,507-89.4% |
| Admin fee / account holder | $4,339 | $5,568-22.1% | $5,349-18.9% | $12,624-65.6% |