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 | $62,587 | $56,767+10.3% | $101,794-38.5% | $85,563-26.9% |
| Participation rate | 17.3% | 57.6%-40.3pp | 69.2%-51.9pp | 66.0%-48.7pp |
| Annual return | 14.89% | 17.76%-2.9pp | 30.53%-15.6pp | 31.51%-16.6pp |
| Employer contribution / active EE | $61 | $1,112-94.5% | $2,289-97.4% | $2,654-97.7% |
| Participant deferral / active EE | $907 | $2,720-66.6% | $4,084-77.8% | $4,375-79.3% |
| Admin fee / account holder | $3,570 | $1,098+225.1% | $8,777-59.3% | $834+327.9% |