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 4-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 | $9,893 | $53,516-81.5% | $126,539-92.2% | $84,808-88.3% |
| Participation rate | 68.9% | 58.2%+10.6pp | 69.8%-0.9pp | 68.3%+0.6pp |
| Annual return | 28.09% | 58.34%-30.3pp | 425.95%-397.9pp | 40.90%-12.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,472 | $2,671+30.0% | $4,083-15.0% | $4,212-17.6% |
| Admin fee / account holder | $1,276 | $4,497-71.6% | $6,065-79.0% | $7,344-82.6% |