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 | $76,075 | $118,450-35.8% | $98,439-22.7% | $139,434-45.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 0.00% | 18.94%-18.9pp | 21.16%-21.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $705 | $3,609-80.5% | $3,048-76.9% | $4,751-85.2% |
| Participant deferral / active EE | $3,539 | $5,392-34.4% | $4,738-25.3% | $6,710-47.3% |
| Admin fee / account holder | $2,716 | $14,026-80.6% | $8,948-69.6% | $11,403-76.2% |