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 | $3,270 | $54,705-94.0% | $71,209-95.4% | $84,808-96.1% |
| Participation rate | 36.4% | 64.1%-27.7pp | 73.8%-37.4pp | 68.3%-31.9pp |
| Annual return | 32.84% | 35.90%-3.1pp | 282.51%-249.7pp | 40.90%-8.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,265 | $3,030-58.3% | $4,175-69.7% | $4,212-70.0% |
| Admin fee / account holder | $1,575 | $4,863-67.6% | $5,349-70.6% | $7,344-78.6% |