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 | $36,909 | $86,944-57.5% | $107,525-65.7% | $74,304-50.3% |
| Participation rate | 27.5% | 59.6%-32.1pp | 75.1%-47.6pp | 60.3%-32.8pp |
| Annual return | 15.04% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $360 | $2,757-87.0% | $3,754-90.4% | $2,241-84.0% |
| Participant deferral / active EE | $1,532 | $3,554-56.9% | $5,116-70.0% | $3,767-59.3% |
| Admin fee / account holder | $19,745 | $3,727+429.8% | $8,919+121.4% | $2,969+565.1% |