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 | $20,339 | $58,264-65.1% | $86,612-76.5% | $71,457-71.5% |
| Participation rate | 29.1% | 65.0%-35.9pp | 71.7%-42.6pp | 67.9%-38.8pp |
| Annual return | 25.48% | 21.63%+3.9pp | 591.07%-565.6pp | 28.85%-3.4pp |
| Employer contribution / active EE | $130 | $2,574-94.9% | $3,022-95.7% | $2,588-95.0% |
| Participant deferral / active EE | $1,285 | $3,436-62.6% | $4,438-71.0% | $4,289-70.0% |
| Admin fee / account holder | $542 | $1,057-48.7% | $5,614-90.3% | $1,587-65.9% |