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 | $31,137 | $87,013-64.2% | $106,213-70.7% | $80,856-61.5% |
| Participation rate | 31.8% | 70.4%-38.6pp | 75.3%-43.5pp | 67.6%-35.8pp |
| Annual return | 13.90% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,117 | $3,986-46.9% | $5,016-57.8% | $4,296-50.7% |
| Admin fee / account holder | $3,616 | $8,431-57.1% | $11,033-67.2% | $6,918-47.7% |