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 | $30,774 | $89,753-65.7% | $107,525-71.4% | $84,808-63.7% |
| Participation rate | 32.9% | 68.1%-35.2pp | 75.1%-42.2pp | 68.3%-35.5pp |
| Annual return | 20.09% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $559 | $3,113-82.0% | $3,754-85.1% | $2,631-78.8% |
| Participant deferral / active EE | $1,871 | $4,056-53.9% | $5,116-63.4% | $4,212-55.6% |
| Admin fee / account holder | $1,462 | $7,222-79.8% | $8,919-83.6% | $7,344-80.1% |