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 | $30,723 | $45,035-31.8% | $62,995-51.2% | $70,131-56.2% |
| Participation rate | 32.0% | 69.5%-37.5pp | 74.8%-42.8pp | 69.5%-37.5pp |
| Annual return | 12.54% | 18.76%-6.2pp | 87.57%-75.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,822 | $2,465+55.1% | $3,329+14.8% | $3,332+14.7% |
| Admin fee / account holder | $8,704 | $2,834+207.1% | $3,600+141.8% | $4,645+87.4% |