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 | $16,943 | $54,705-69.0% | $71,209-76.2% | $84,808-80.0% |
| Participation rate | 34.5% | 64.1%-29.6pp | 73.8%-39.3pp | 68.3%-33.8pp |
| Annual return | 14.77% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,980 | $3,030-34.7% | $4,175-52.6% | $4,212-53.0% |
| Admin fee / account holder | $1,706 | $4,863-64.9% | $5,349-68.1% | $7,344-76.8% |