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 | $6,991 | $60,022-88.4% | $88,946-92.1% | $84,808-91.8% |
| Participation rate | 33.3% | 57.8%-24.5pp | 68.8%-35.5pp | 68.3%-35.0pp |
| Annual return | 17.28% | 22.43%-5.1pp | 57.82%-40.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $840 | $3,114-73.0% | $4,581-81.7% | $4,212-80.1% |
| Admin fee / account holder | $432 | $4,811-91.0% | $8,261-94.8% | $7,344-94.1% |