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 | $30,878 | $114,381-73.0% | $107,525-71.3% | $142,382-78.3% |
| Participation rate | 26.7% | 78.1%-51.5pp | 75.1%-48.4pp | 80.1%-53.5pp |
| Annual return | 20.01% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $630 | $4,015-84.3% | $3,754-83.2% | $4,299-85.3% |
| Participant deferral / active EE | $2,114 | $5,564-62.0% | $5,116-58.7% | $6,507-67.5% |
| Admin fee / account holder | $3,518 | $9,860-64.3% | $8,919-60.6% | $12,624-72.1% |