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 | $48,558 | $148,534-67.3% | $135,903-64.3% | $139,434-65.2% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $749 | $5,243-85.7% | $4,856-84.6% | $4,751-84.2% |
| Participant deferral / active EE | $4,727 | $8,100-41.6% | $7,758-39.1% | $6,710-29.5% |
| Admin fee / account holder | $47,895 | $12,400+286.3% | $10,762+345.0% | $11,403+320.0% |