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 6-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 | $48,196 | $71,050-32.2% | $93,606-48.5% | $80,856-40.4% |
| Participation rate | 22.4% | 60.4%-38.0pp | 68.7%-46.3pp | 67.6%-45.2pp |
| Annual return | 11.05% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,316 | $4,034-67.4% | $4,411-70.2% | $4,296-69.4% |
| Admin fee / account holder | $1,874 | $6,945-73.0% | $8,285-77.4% | $6,918-72.9% |