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 | $26,302 | $51,576-49.0% | $129,207-79.6% | $80,856-67.5% |
| Participation rate | 37.5% | 57.0%-19.5pp | 69.6%-32.1pp | 67.6%-30.1pp |
| Annual return | 11.62% | 20.81%-9.2pp | 9417.33%-9405.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $74 | $1,584-95.3% | $4,153-98.2% | $2,755-97.3% |
| Participant deferral / active EE | $958 | $2,669-64.1% | $4,168-77.0% | $4,296-77.7% |
| Admin fee / account holder | $513 | $4,305-88.1% | $7,715-93.4% | $6,918-92.6% |