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 | $77,395 | $167,307-53.7% | $143,757-46.2% | $134,475-42.4% |
| Participation rate | 29.2% | 84.8%-55.6pp | 80.3%-51.1pp | 81.2%-52.1pp |
| Annual return | -15.87% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $918 | $5,619-83.7% | $4,951-81.4% | $4,740-80.6% |
| Participant deferral / active EE | $2,574 | $6,446-60.1% | $5,637-54.3% | $6,400-59.8% |
| Admin fee / account holder | $509 | $18,088-97.2% | $14,673-96.5% | $11,426-95.5% |