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 | $44,758 | $80,673-44.5% | $101,326-55.8% | $84,808-47.2% |
| Participation rate | 62.9% | 77.8%-14.9pp | 81.5%-18.6pp | 68.3%-5.5pp |
| Annual return | 25.78% | 38.95%-13.2pp | 36.82%-11.0pp | 40.90%-15.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,243 | $6,840+49.7% | $7,994+28.1% | $4,212+143.2% |
| Admin fee / account holder | $9,180 | $12,784-28.2% | $11,185-17.9% | $7,344+25.0% |