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 | $38,672 | $89,753-56.9% | $107,525-64.0% | $84,808-54.4% |
| Participation rate | 25.0% | 68.1%-43.1pp | 75.1%-50.1pp | 68.3%-43.3pp |
| Annual return | 15.60% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $727 | $3,113-76.7% | $3,754-80.6% | $2,631-72.4% |
| Participant deferral / active EE | $2,139 | $4,056-47.3% | $5,116-58.2% | $4,212-49.2% |
| Admin fee / account holder | $831 | $7,222-88.5% | $8,919-90.7% | $7,344-88.7% |