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 | $25,913 | $58,208-55.5% | $81,812-68.3% | $80,856-68.0% |
| Participation rate | 15.9% | 63.4%-47.5pp | 72.3%-56.5pp | 67.6%-51.8pp |
| Annual return | 11.08% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $248 | $2,340-89.4% | $2,912-91.5% | $2,755-91.0% |
| Participant deferral / active EE | $1,347 | $3,281-58.9% | $4,319-68.8% | $4,296-68.6% |
| Admin fee / account holder | $2,893 | $4,981-41.9% | $7,386-60.8% | $6,918-58.2% |