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 | $97,125-86.6% | $86,233-84.9% | $137,256-90.5% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.0%-15.2pp | 80.0%-26.1pp |
| Annual return | 26.60% | 74.19%-47.6pp | 61.39%-34.8pp | 220.34%-193.7pp |
| Employer contribution / active EE | $223 | $2,841-92.2% | $2,504-91.1% | $4,156-94.6% |
| Participant deferral / active EE | $1,590 | $5,180-69.3% | $4,559-65.1% | $6,407-75.2% |
| Admin fee / account holder | $579 | $9,725-94.0% | $8,342-93.1% | $12,270-95.3% |