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 8-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 | $15,241 | $80,717-81.1% | $154,803-90.2% | $84,808-82.0% |
| Participation rate | 49.2% | 66.8%-17.6pp | 78.1%-28.8pp | 68.3%-19.1pp |
| Annual return | 15.07% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $62 | $2,761-97.8% | $4,305-98.6% | $2,631-97.7% |
| Participant deferral / active EE | $1,178 | $3,303-64.4% | $5,540-78.7% | $4,212-72.0% |
| Admin fee / account holder | $2,229 | $6,746-67.0% | $14,329-84.4% | $7,344-69.7% |