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 | $23,832 | $47,479-49.8% | $62,929-62.1% | $82,448-71.1% |
| Participation rate | 24.2% | 66.9%-42.6pp | 73.1%-48.9pp | 68.1%-43.8pp |
| Annual return | 17.46% | 20.34%-2.9pp | 1063.93%-1046.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,829 | $2,870-36.3% | $3,888-53.0% | $4,139-55.8% |
| Admin fee / account holder | $2,999 | $3,804-21.1% | $5,065-40.8% | $7,234-58.5% |