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 3-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 | $17,531 | $80,717-78.3% | $154,803-88.7% | $84,808-79.3% |
| Participation rate | 36.5% | 66.8%-30.3pp | 78.1%-41.5pp | 68.3%-31.8pp |
| Annual return | 13.84% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,655 | $3,303-49.9% | $5,540-70.1% | $4,212-60.7% |
| Admin fee / account holder | $2,487 | $6,746-63.1% | $14,329-82.6% | $7,344-66.1% |