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 5-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 | $36,110 | $100,326-64.0% | $180,183-80.0% | $84,808-57.4% |
| Participation rate | 24.2% | 71.0%-46.8pp | 77.4%-53.2pp | 68.3%-44.1pp |
| Annual return | 20.16% | 17.86%+2.3pp | 27.86%-7.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,087 | $5,066-58.8% | $6,822-69.4% | $4,212-50.5% |
| Admin fee / account holder | $382 | $9,674-96.1% | $19,975-98.1% | $7,344-94.8% |