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 | $78,520-43.0% | $96,576-53.7% | $82,448-45.7% |
| Participation rate | 62.9% | 77.7%-14.9pp | 81.4%-18.6pp | 68.1%-5.2pp |
| Annual return | 25.78% | 41.30%-15.5pp | 38.47%-12.7pp | 41.64%-15.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,243 | $6,754+51.7% | $7,956+28.7% | $4,139+147.5% |
| Admin fee / account holder | $9,180 | $13,455-31.8% | $11,381-19.3% | $7,234+26.9% |