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 | $11,103 | $58,627-81.1% | $76,735-85.5% | $82,448-86.5% |
| Participation rate | 37.8% | 63.2%-25.4pp | 69.5%-31.7pp | 68.1%-30.2pp |
| Annual return | 18.39% | 39.10%-20.7pp | 29.77%-11.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,139 | $3,134-63.7% | $4,088-72.1% | $4,139-72.5% |
| Admin fee / account holder | $1,182 | $5,323-77.8% | $7,189-83.6% | $7,234-83.7% |