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 8-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 | $27,917 | $56,053-50.2% | $75,972-63.3% | $80,856-65.5% |
| Participation rate | 52.7% | 62.0%-9.3pp | 69.1%-16.3pp | 67.6%-14.9pp |
| Annual return | 10.96% | 20.53%-9.6pp | 359.55%-348.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $296 | $1,874-84.2% | $2,685-89.0% | $2,755-89.2% |
| Participant deferral / active EE | $1,684 | $3,052-44.8% | $4,255-60.4% | $4,296-60.8% |
| Admin fee / account holder | $4,830 | $5,234-7.7% | $6,467-25.3% | $6,918-30.2% |