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 | $19,855 | $69,207-71.3% | $64,056-69.0% | $139,434-85.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.40% | 45.88%-35.5pp | 33.69%-23.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $238 | $3,182-92.5% | $2,747-91.3% | $4,751-95.0% |
| Participant deferral / active EE | $1,341 | $4,682-71.4% | $3,880-65.4% | $6,710-80.0% |
| Admin fee / account holder | $4,555 | $4,244+7.3% | $3,068+48.5% | $11,403-60.0% |