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 9-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 | $25,448 | $81,248-68.7% | $155,509-83.6% | $80,856-68.5% |
| Participation rate | 15.9% | 66.2%-50.3pp | 78.2%-62.3pp | 67.6%-51.7pp |
| Annual return | 23.03% | 33.31%-10.3pp | 64.67%-41.6pp | 35.59%-12.6pp |
| Employer contribution / active EE | $294 | $3,100-90.5% | $4,672-93.7% | $2,755-89.3% |
| Participant deferral / active EE | $1,140 | $3,452-67.0% | $5,626-79.7% | $4,296-73.5% |
| Admin fee / account holder | $1,551 | $7,997-80.6% | $15,912-90.3% | $6,918-77.6% |