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 | $31,963 | $73,933-56.8% | $96,683-66.9% | $75,163-57.5% |
| Participation rate | 15.9% | 66.4%-50.5pp | 74.3%-58.5pp | 67.2%-51.3pp |
| Annual return | 20.96% | 26.70%-5.7pp | 35.69%-14.7pp | 160.62%-139.7pp |
| Employer contribution / active EE | $420 | $2,928-85.6% | $3,737-88.7% | $2,670-84.3% |
| Participant deferral / active EE | $1,896 | $3,659-48.2% | $4,878-61.1% | $4,125-54.0% |
| Admin fee / account holder | $1,176 | $5,216-77.4% | $6,730-82.5% | $5,651-79.2% |