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 6-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 | $25,673 | $54,705-53.1% | $71,209-63.9% | $84,808-69.7% |
| Participation rate | 35.3% | 64.1%-28.8pp | 73.8%-38.5pp | 68.3%-33.0pp |
| Annual return | 16.15% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $265 | $2,158-87.7% | $2,721-90.3% | $2,631-89.9% |
| Participant deferral / active EE | $3,614 | $3,030+19.3% | $4,175-13.4% | $4,212-14.2% |
| Admin fee / account holder | $4,316 | $4,863-11.3% | $5,349-19.3% | $7,344-41.2% |