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 3-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 | $14,563 | $172,111-91.5% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 26.7% | 81.7%-55.0pp | 77.8%-51.1pp | 80.0%-53.3pp |
| Annual return | 25.00% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $93 | $4,636-98.0% | $4,154-97.8% | $4,156-97.8% |
| Participant deferral / active EE | $2,595 | $6,166-57.9% | $5,453-52.4% | $6,407-59.5% |
| Admin fee / account holder | $1,598 | $16,471-90.3% | $14,116-88.7% | $12,270-87.0% |