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 | $25,367 | $56,317-55.0% | $71,209-64.4% | $74,304-65.9% |
| Participation rate | 20.0% | 55.1%-35.1pp | 73.8%-53.8pp | 60.3%-40.3pp |
| Annual return | 21.17% | 42.83%-21.7pp | 282.51%-261.3pp | 29.43%-8.3pp |
| Employer contribution / active EE | $95 | $2,160-95.6% | $2,721-96.5% | $2,241-95.8% |
| Participant deferral / active EE | $943 | $2,788-66.2% | $4,175-77.4% | $3,767-75.0% |
| Admin fee / account holder | $497 | $2,290-78.3% | $5,349-90.7% | $2,969-83.3% |