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 | $20,953 | $51,175-59.1% | $70,515-70.3% | $75,163-72.1% |
| Participation rate | 9.3% | 60.9%-51.7pp | 68.3%-59.1pp | 67.2%-57.9pp |
| Annual return | 33.50% | 30.02%+3.5pp | 32.77%+0.7pp | 160.62%-127.1pp |
| Employer contribution / active EE | $226 | $1,826-87.6% | $2,973-92.4% | $2,670-91.5% |
| Participant deferral / active EE | $972 | $2,849-65.9% | $4,567-78.7% | $4,125-76.4% |
| Admin fee / account holder | $360 | $4,091-91.2% | $6,412-94.4% | $5,651-93.6% |