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 | $22,416 | $51,576-56.5% | $129,207-82.7% | $80,856-72.3% |
| Participation rate | 37.5% | 57.0%-19.5pp | 69.6%-32.1pp | 67.6%-30.1pp |
| Annual return | 20.18% | 20.81%-0.6pp | 9417.33%-9397.2pp | 35.59%-15.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,388 | $2,669+27.0% | $4,168-18.7% | $4,296-21.1% |
| Admin fee / account holder | $493 | $4,305-88.6% | $7,715-93.6% | $6,918-92.9% |