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 3-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 | $13,955 | $76,407-81.7% | $150,298-90.7% | $82,448-83.1% |
| Participation rate | 57.9% | 66.4%-8.5pp | 77.8%-19.9pp | 68.1%-10.2pp |
| Annual return | 20.20% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $245 | $2,614-90.6% | $4,154-94.1% | $2,551-90.4% |
| Participant deferral / active EE | $1,966 | $3,214-38.8% | $5,453-63.9% | $4,139-52.5% |
| Admin fee / account holder | $1,174 | $6,352-81.5% | $14,116-91.7% | $7,234-83.8% |