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 | $20,946 | $68,547-69.4% | $120,354-82.6% | $80,856-74.1% |
| Participation rate | 58.1% | 61.6%-3.5pp | 71.9%-13.8pp | 67.6%-9.6pp |
| Annual return | 11.29% | 23.60%-12.3pp | 107.15%-95.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | -$320 | $2,051-115.6% | $3,463-109.2% | $2,755-111.6% |
| Participant deferral / active EE | $3,237 | $3,173+2.0% | $4,991-35.2% | $4,296-24.7% |
| Admin fee / account holder | $4,290 | $5,732-25.2% | $9,423-54.5% | $6,918-38.0% |