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 4-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 | $41,026 | $81,460-49.6% | $103,333-60.3% | $80,856-49.3% |
| Participation rate | 56.8% | 66.8%-10.0pp | 74.5%-17.7pp | 67.6%-10.8pp |
| Annual return | 11.53% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $481 | $3,105-84.5% | $3,868-87.6% | $2,755-82.5% |
| Participant deferral / active EE | $2,950 | $3,869-23.8% | $5,057-41.7% | $4,296-31.3% |
| Admin fee / account holder | $902 | $6,566-86.3% | $8,355-89.2% | $6,918-87.0% |