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 6-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 | $36,788 | $74,888-50.9% | $71,209-48.3% | $142,382-74.2% |
| Participation rate | 13.3% | 76.2%-62.9pp | 73.8%-60.4pp | 80.1%-66.8pp |
| Annual return | 18.57% | 345.14%-326.6pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,317 | $4,454-70.4% | $4,175-68.4% | $6,507-79.8% |
| Admin fee / account holder | $503 | $5,568-91.0% | $5,349-90.6% | $12,624-96.0% |