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 | $70,206 | $86,929-19.2% | $102,423-31.5% | $80,856-13.2% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.6%-47.6pp |
| Annual return | 11.59% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,866 | $4,118-54.7% | $5,053-63.1% | $4,296-56.6% |
| Admin fee / account holder | $1,084 | $8,049-86.5% | $9,451-88.5% | $6,918-84.3% |