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 | $28,219 | $106,749-73.6% | $145,433-80.6% | $82,448-65.8% |
| Participation rate | 45.7% | 75.6%-29.9pp | 82.1%-36.4pp | 68.1%-22.4pp |
| Annual return | 24.25% | 27.59%-3.3pp | 66.58%-42.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,340 | $6,519-33.4% | $7,897-45.0% | $4,139+4.8% |
| Admin fee / account holder | $6,168 | $8,390-26.5% | $13,129-53.0% | $7,234-14.7% |