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 | $55,763 | $74,888-25.5% | $71,209-21.7% | $142,382-60.8% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.1%-63.5pp |
| Annual return | 19.76% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $268 | $2,854-90.6% | $2,721-90.1% | $4,299-93.8% |
| Participant deferral / active EE | $2,796 | $4,454-37.2% | $4,175-33.0% | $6,507-57.0% |
| Admin fee / account holder | $489 | $5,568-91.2% | $5,349-90.9% | $12,624-96.1% |