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 | $58,380 | $80,717-27.7% | $154,803-62.3% | $84,808-31.2% |
| Participation rate | 13.1% | 66.8%-53.7pp | 78.1%-65.0pp | 68.3%-55.2pp |
| Annual return | 17.08% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $238 | $2,761-91.4% | $4,305-94.5% | $2,631-91.0% |
| Participant deferral / active EE | $887 | $3,303-73.2% | $5,540-84.0% | $4,212-79.0% |
| Admin fee / account holder | $3,531 | $6,746-47.6% | $14,329-75.4% | $7,344-51.9% |