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 | $47,479-4.3% | $62,929-27.8% | $82,448-44.9% |
| Participation rate | 32.6% | 66.9%-34.3pp | 73.1%-40.5pp | 68.1%-35.5pp |
| Annual return | 17.90% | 20.34%-2.4pp | 1063.93%-1046.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $313 | $1,885-83.4% | $2,505-87.5% | $2,551-87.7% |
| Participant deferral / active EE | $1,099 | $2,870-61.7% | $3,888-71.7% | $4,139-73.4% |
| Admin fee / account holder | $874 | $3,804-77.0% | $5,065-82.7% | $7,234-87.9% |