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 3-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 | $8,088 | $99,918-91.9% | $81,382-90.1% | $145,922-94.5% |
| Participation rate | 29.2% | 74.2%-45.0pp | 69.5%-40.3pp | 80.3%-51.1pp |
| Annual return | 12.64% | 34.32%-21.7pp | 24.73%-12.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,491 | $4,605-67.6% | $3,883-61.6% | $6,688-77.7% |
| Admin fee / account holder | $584 | $8,212-92.9% | $5,768-89.9% | $13,397-95.6% |