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 | $24,512 | $114,381-78.6% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 17.86% | 242.71%-224.8pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $406 | $4,015-89.9% | $3,754-89.2% | $4,299-90.5% |
| Participant deferral / active EE | $2,935 | $5,564-47.2% | $5,116-42.6% | $6,507-54.9% |
| Admin fee / account holder | $645 | $9,860-93.5% | $8,919-92.8% | $12,624-94.9% |