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 6-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 | $44,303 | $88,672-50.0% | $105,223-57.9% | $82,448-46.3% |
| Participation rate | 39.1% | 67.9%-28.8pp | 75.0%-35.9pp | 68.1%-28.9pp |
| Annual return | 18.88% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $755 | $3,048-75.2% | $3,689-79.5% | $2,551-70.4% |
| Participant deferral / active EE | $2,137 | $4,036-47.1% | $5,072-57.9% | $4,139-48.4% |
| Admin fee / account holder | $895 | $7,146-87.5% | $8,859-89.9% | $7,234-87.6% |