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 | $8,672 | $34,308-74.7% | $74,701-88.4% | $72,985-88.1% |
| Participation rate | 21.6% | 42.4%-20.8pp | 54.5%-32.9pp | 69.5%-47.9pp |
| Annual return | 19.24% | 26.58%-7.3pp | 752.92%-733.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $394 | $1,271-69.0% | $1,964-79.9% | $3,607-89.1% |
| Admin fee / account holder | $1,208 | $2,124-43.1% | $3,333-63.8% | $5,124-76.4% |