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 | $88,672-65.3% | $105,223-70.8% | $82,448-62.7% |
| Participation rate | 32.9% | 67.9%-35.1pp | 75.0%-42.2pp | 68.1%-35.2pp |
| Annual return | 20.09% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $559 | $3,048-81.7% | $3,689-84.8% | $2,551-78.1% |
| Participant deferral / active EE | $1,871 | $4,036-53.6% | $5,072-63.1% | $4,139-54.8% |
| Admin fee / account holder | $1,462 | $7,146-79.5% | $8,859-83.5% | $7,234-79.8% |