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 | $3,024 | $20,316-85.1% | $66,042-95.4% | $74,304-95.9% |
| Participation rate | 61.5% | 62.8%-1.3pp | 67.5%-6.0pp | 60.3%+1.1pp |
| Annual return | 20.65% | 28.10%-7.5pp | 52.11%-31.5pp | 29.43%-8.8pp |
| Employer contribution / active EE | $238 | $745-68.1% | $1,579-84.9% | $2,241-89.4% |
| Participant deferral / active EE | $987 | $1,615-38.9% | $2,835-65.2% | $3,767-73.8% |
| Admin fee / account holder | $1,208 | $1,668-27.6% | $5,747-79.0% | $2,969-59.3% |