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 | $14,466 | $77,899-81.4% | $149,673-90.3% | $75,163-80.8% |
| Participation rate | 29.7% | 65.6%-35.8pp | 78.8%-49.0pp | 67.2%-37.5pp |
| Annual return | 20.94% | 31.72%-10.8pp | 134.42%-113.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $242 | $3,137-92.3% | $4,818-95.0% | $2,670-90.9% |
| Participant deferral / active EE | $1,482 | $3,411-56.5% | $5,680-73.9% | $4,125-64.1% |
| Admin fee / account holder | $2,832 | $5,956-52.5% | $13,210-78.6% | $5,651-49.9% |