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 | $13,036 | $100,773-87.1% | $88,946-85.3% | $142,382-90.8% |
| Participation rate | 53.8% | 74.3%-20.4pp | 68.8%-15.0pp | 80.1%-26.3pp |
| Annual return | 26.60% | 70.18%-43.6pp | 57.82%-31.2pp | 217.08%-190.5pp |
| Employer contribution / active EE | $223 | $2,918-92.4% | $2,555-91.3% | $4,299-94.8% |
| Participant deferral / active EE | $1,590 | $5,230-69.6% | $4,581-65.3% | $6,507-75.6% |
| Admin fee / account holder | $579 | $9,693-94.0% | $8,261-93.0% | $12,624-95.4% |