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 | $57,452 | $71,050-19.1% | $93,606-38.6% | $80,856-28.9% |
| Participation rate | 34.1% | 60.4%-26.3pp | 68.7%-34.6pp | 67.6%-33.5pp |
| Annual return | 10.01% | 11.26%-1.2pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $328 | $1,564-79.0% | $2,420-86.5% | $2,755-88.1% |
| Participant deferral / active EE | $1,727 | $4,034-57.2% | $4,411-60.9% | $4,296-59.8% |
| Admin fee / account holder | $761 | $6,945-89.0% | $8,285-90.8% | $6,918-89.0% |