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 | $80,717-82.7% | $154,803-91.0% | $84,808-83.5% |
| Participation rate | 57.9% | 66.8%-8.9pp | 78.1%-20.2pp | 68.3%-10.4pp |
| Annual return | 20.20% | 37.96%-17.8pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $245 | $2,761-91.1% | $4,305-94.3% | $2,631-90.7% |
| Participant deferral / active EE | $1,966 | $3,303-40.5% | $5,540-64.5% | $4,212-53.3% |
| Admin fee / account holder | $1,174 | $6,746-82.6% | $14,329-91.8% | $7,344-84.0% |