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 7-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 | $35,088 | $69,454-49.5% | $180,183-80.5% | $74,304-52.8% |
| Participation rate | 27.6% | 61.8%-34.1pp | 77.4%-49.8pp | 60.3%-32.7pp |
| Annual return | 24.97% | 25.86%-0.9pp | 27.86%-2.9pp | 29.43%-4.5pp |
| Employer contribution / active EE | $442 | $3,155-86.0% | $5,039-91.2% | $2,241-80.3% |
| Participant deferral / active EE | $2,482 | $4,662-46.8% | $6,822-63.6% | $3,767-34.1% |
| Admin fee / account holder | $6,049 | $3,036+99.2% | $19,975-69.7% | $2,969+103.7% |