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 | $21,378 | $49,915-57.2% | $154,803-86.2% | $74,304-71.2% |
| Participation rate | 16.9% | 54.0%-37.1pp | 78.1%-61.2pp | 60.3%-43.5pp |
| Annual return | 23.50% | 34.06%-10.6pp | 58.88%-35.4pp | 29.43%-5.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,076 | $2,255-52.3% | $5,540-80.6% | $3,767-71.4% |
| Admin fee / account holder | $4,049 | $2,189+85.0% | $14,329-71.7% | $2,969+36.4% |