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 | $30,527 | $90,503-66.3% | $78,689-61.2% | $273,961-88.9% |
| Participation rate | 35.7% | 76.5%-40.8pp | 73.6%-37.8pp | 83.0%-47.3pp |
| Annual return | 9.55% | 75.60%-66.1pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $791 | $3,901-79.7% | $3,517-77.5% | $5,287-85.0% |
| Admin fee / account holder | $4,027 | $5,263-23.5% | $4,510-10.7% | $10,132-60.3% |