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 | $44,219 | $109,881-59.8% | $150,045-70.5% | $84,808-47.9% |
| Participation rate | 54.4% | 76.1%-21.7pp | 82.3%-27.9pp | 68.3%-13.9pp |
| Annual return | 15.07% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $112 | $3,561-96.8% | $4,693-97.6% | $2,631-95.7% |
| Participant deferral / active EE | $4,963 | $6,636-25.2% | $7,997-37.9% | $4,212+17.8% |
| Admin fee / account holder | $4,639 | $8,568-45.9% | $13,435-65.5% | $7,344-36.8% |