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 | $25,320 | $49,915-49.3% | $154,803-83.6% | $74,304-65.9% |
| Participation rate | 8.5% | 54.0%-45.5pp | 78.1%-69.6pp | 60.3%-51.9pp |
| Annual return | 19.88% | 34.06%-14.2pp | 58.88%-39.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $62 | $1,611-96.2% | $4,305-98.6% | $2,241-97.3% |
| Participant deferral / active EE | $933 | $2,255-58.6% | $5,540-83.2% | $3,767-75.2% |
| Admin fee / account holder | $748 | $2,189-65.9% | $14,329-94.8% | $2,969-74.8% |