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 7-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 | $29,638 | $81,248-63.5% | $155,509-80.9% | $80,856-63.3% |
| Participation rate | 40.9% | 66.2%-25.3pp | 78.2%-37.3pp | 67.6%-26.7pp |
| Annual return | 11.84% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $53 | $3,100-98.3% | $4,672-98.9% | $2,755-98.1% |
| Participant deferral / active EE | $1,046 | $3,452-69.7% | $5,626-81.4% | $4,296-75.7% |
| Admin fee / account holder | $812 | $7,997-89.8% | $15,912-94.9% | $6,918-88.3% |