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 | $35,907 | $41,078-12.6% | $80,569-55.4% | $71,457-49.7% |
| Participation rate | 27.9% | 50.2%-22.3pp | 67.0%-39.1pp | 67.9%-40.0pp |
| Annual return | 20.72% | 38.45%-17.7pp | 935.43%-914.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,406 | $2,699+26.2% | $4,447-23.4% | $4,289-20.6% |
| Admin fee / account holder | $7,225 | $1,840+292.5% | $5,377+34.4% | $1,587+355.2% |