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 | $33,315 | $71,057-53.1% | $93,654-64.4% | $80,874-58.8% |
| Participation rate | 21.5% | 60.4%-38.9pp | 68.7%-47.2pp | 67.6%-46.1pp |
| Annual return | 13.79% | 11.26%+2.5pp | 133.34%-119.5pp | 35.62%-21.8pp |
| Employer contribution / active EE | $171 | $1,564-89.1% | $2,421-93.0% | $2,756-93.8% |
| Participant deferral / active EE | $1,698 | $4,034-57.9% | $4,413-61.5% | $4,297-60.5% |
| Admin fee / account holder | $2,473 | $6,944-64.4% | $8,282-70.1% | $6,935-64.3% |