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 | $17,177 | $61,272-72.0% | $149,673-88.5% | $71,457-76.0% |
| Participation rate | 29.3% | 62.5%-33.2pp | 78.8%-49.5pp | 67.9%-38.7pp |
| Annual return | 16.35% | 35.85%-19.5pp | 134.42%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $25 | $2,378-99.0% | $4,818-99.5% | $2,588-99.0% |
| Participant deferral / active EE | $1,225 | $2,917-58.0% | $5,680-78.4% | $4,289-71.4% |
| Admin fee / account holder | $736 | $1,261-41.6% | $13,210-94.4% | $1,587-53.6% |