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 | $15,768 | $80,717-80.5% | $154,803-89.8% | $84,808-81.4% |
| Participation rate | 17.1% | 66.8%-49.7pp | 78.1%-60.9pp | 68.3%-51.2pp |
| Annual return | 19.88% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $301 | $2,761-89.1% | $4,305-93.0% | $2,631-88.5% |
| Participant deferral / active EE | $999 | $3,303-69.7% | $5,540-82.0% | $4,212-76.3% |
| Admin fee / account holder | $584 | $6,746-91.3% | $14,329-95.9% | $7,344-92.0% |