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 | $11,473 | $100,773-88.6% | $88,946-87.1% | $142,382-91.9% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 12.15% | 70.18%-58.0pp | 57.82%-45.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $241 | $2,918-91.7% | $2,555-90.6% | $4,299-94.4% |
| Participant deferral / active EE | $1,418 | $5,230-72.9% | $4,581-69.1% | $6,507-78.2% |
| Admin fee / account holder | $6,115 | $9,693-36.9% | $8,261-26.0% | $12,624-51.6% |