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 5-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 | $17,845 | $81,248-78.0% | $155,509-88.5% | $80,856-77.9% |
| Participation rate | 35.1% | 66.2%-31.1pp | 78.2%-43.1pp | 67.6%-32.5pp |
| Annual return | 40.25% | 33.31%+6.9pp | 64.67%-24.4pp | 35.59%+4.7pp |
| Employer contribution / active EE | $321 | $3,100-89.7% | $4,672-93.1% | $2,755-88.4% |
| Participant deferral / active EE | $1,322 | $3,452-61.7% | $5,626-76.5% | $4,296-69.2% |
| Admin fee / account holder | $777 | $7,997-90.3% | $15,912-95.1% | $6,918-88.8% |