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 | $45,456 | $48,795-6.8% | $65,493-30.6% | $84,808-46.4% |
| Participation rate | 32.6% | 67.0%-34.4pp | 73.1%-40.5pp | 68.3%-35.7pp |
| Annual return | 17.90% | 20.20%-2.3pp | 982.45%-964.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $313 | $1,930-83.8% | $2,574-87.8% | $2,631-88.1% |
| Participant deferral / active EE | $1,099 | $2,928-62.5% | $3,961-72.2% | $4,212-73.9% |
| Admin fee / account holder | $874 | $3,877-77.5% | $5,028-82.6% | $7,344-88.1% |