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 | $28,605 | $110,261-74.1% | $95,745-70.1% | $139,434-79.5% |
| Participation rate | 36.4% | 75.8%-39.4pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | 11.92% | 27.11%-15.2pp | 28.35%-16.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $889 | $4,676-81.0% | $4,245-79.1% | $6,710-86.8% |
| Admin fee / account holder | $982 | $6,613-85.2% | $5,678-82.7% | $11,403-91.4% |