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 | $34,459 | $73,933-53.4% | $96,683-64.4% | $75,163-54.2% |
| Participation rate | 14.7% | 66.4%-51.7pp | 74.3%-59.6pp | 67.2%-52.5pp |
| Annual return | 20.90% | 26.70%-5.8pp | 35.69%-14.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $559 | $2,928-80.9% | $3,737-85.0% | $2,670-79.0% |
| Participant deferral / active EE | $2,053 | $3,659-43.9% | $4,878-57.9% | $4,125-50.2% |
| Admin fee / account holder | $555 | $5,216-89.4% | $6,730-91.7% | $5,651-90.2% |